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Back to EpisodesDX Today AI Daily Brief - Thursday, July 30, 2026
Published 1 month ago
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DX Today AI Daily Brief - Thursday, July 30, 2026
Microsoft closes fiscal 2026 with Azure past $100 billion and Microsoft 365 Copilot beyond 30 million paid seats, while Meta lifts its capital spending floor to $130 billion as costs climb 55 percent. Samsung posts record sales and an operating profit up roughly 1,800 percent on the AI memory supercycle, Arm reports record revenue as data center royalties more than double, and Qualcomm beats on revenue while automotive jumps 61 percent. The Department of Energy selects Brookfield and NextEra for a $100 billion AI campus at the former Paducah uranium enrichment site in Kentucky. OpenAI's finance chief tells staff that July revenue already exceeds the entire second quarter, Onyx Security raises $113 million to govern enterprise AI agents, and Waymo returns robotaxis to the freeway after a two month pause. Brussels moves to place ChatGPT and Roblox under the strictest tier of the Digital Services Act, Intel hands Atom chip blueprints to a stealth startup led by a longtime co-investor of its CEO, and a Vermont pharmacy chain's AI voice assistant delivers wrong dosages and missed refills.
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Microsoft closes fiscal 2026 with Azure past $100 billion and Microsoft 365 Copilot beyond 30 million paid seats, while Meta lifts its capital spending floor to $130 billion as costs climb 55 percent. Samsung posts record sales and an operating profit up roughly 1,800 percent on the AI memory supercycle, Arm reports record revenue as data center royalties more than double, and Qualcomm beats on revenue while automotive jumps 61 percent. The Department of Energy selects Brookfield and NextEra for a $100 billion AI campus at the former Paducah uranium enrichment site in Kentucky. OpenAI's finance chief tells staff that July revenue already exceeds the entire second quarter, Onyx Security raises $113 million to govern enterprise AI agents, and Waymo returns robotaxis to the freeway after a two month pause. Brussels moves to place ChatGPT and Roblox under the strictest tier of the Digital Services Act, Intel hands Atom chip blueprints to a stealth startup led by a longtime co-investor of its CEO, and a Vermont pharmacy chain's AI voice assistant delivers wrong dosages and missed refills.
DX Today - Your daily AI news briefing, delivered every morning.
#AINews #ArtificialIntelligence #Earnings #DataCenters #DXToday