AMD: $9.9B AI Sales, Midjourney Backs Sapien, Tencent Growth

In the tech world, several companies are making significant moves in AI and related fields. Tencent's second-quarter earnings exceeded expectations, with revenue jumping 15% to 184.5 billion yuan, driven by AI investments and gaming. The company's marketing services revenue grew 20% due to AI-driven improvements. However, Tencent is also navigating uncertainty regarding U.S. AI chip import regulations. AMD is also dealing with U.S. government regulations, agreeing to give the government 15% of its AI GPU sales in China for export licenses, though analysts believe this will have a minimal impact on profits, especially with the anticipated success of their MI355 and MI400 GPUs, projecting AI sales to reach $6.2 billion in 2025 and $9.9 billion in 2026. ASML, a key player in chip manufacturing, is considered a strong long-term AI stock, projecting revenue between 44 billion and 60 billion euros by 2030. BigBear.ai, on the other hand, reported a decrease in revenue by 18% to $32.5 million and a net loss of $228.6 million, leading to an adjusted full-year revenue projection of between $125 million and $140 million. Vocodia AI is seeing success with its digital voice agents, outperforming human call centers for Maxoderm, a men's wellness brand. Sapien is launching a decentralized AI training protocol using the $SAPIEN token on the Base blockchain, backed by Variant, YGG, and partners like Midjourney and Alibaba. C3.ai's CEO Tom Siebel acknowledged 'unacceptable' sales performance and is transitioning to Executive Chairman. Richtech Robotics Inc.'s stock is up by 11.75% after announcing new robotic innovations, while SoundHound AI stock has soared after strong Q2 results, with revenue surging 217% year over year.

Key Takeaways

• Tencent's revenue increased by 15% to 184.5 billion yuan, driven by AI investments and gaming performance.
• Tencent's marketing services revenue grew 20% due to AI-driven improvements.
• BigBear.ai's revenue decreased by 18% to $32.5 million, with a net loss of $228.6 million.
• BigBear.ai adjusts full-year revenue projection to between $125 million and $140 million.
• AMD will give the U.S. government 15% of its AI GPU sales in China for export licenses.
• AMD projects AI GPU sales to reach $6.2 billion in 2025 and $9.9 billion in 2026, driven by MI355 and MI400 GPUs.
• Vocodia AI's digital voice agents are outperforming human call centers for Maxoderm.
• Sapien is launching a decentralized AI training protocol with the $SAPIEN token, backed by Midjourney and Alibaba.
• C3.ai's CEO Tom Siebel acknowledged 'unacceptable' sales performance and is transitioning to Executive Chairman.
• SoundHound AI's revenue surged 217% year over year, raising full-year sales guidance to $160 million-$178 million.

Tencent's AI investments boost earnings past expectations

Tencent's second-quarter earnings exceeded predictions, with net profit rising 16% to 56 billion yuan. Sales increased by 15% to 184.5 billion yuan, driven by artificial intelligence (AI) investments. The company's marketing services revenue grew 20% due to AI-driven improvements. Tencent also boosted capital spending, more than doubling it to 19.1 billion yuan, showing aggressive investments in AI.

Tencent's revenue jumps 15% thanks to AI and gaming

Tencent, a Chinese tech giant, reported a 15% increase in quarterly revenue. This growth is due to investments in AI and strong performance from its gaming division. Revenue reached 184.504 billion Chinese yuan, with operating profit at 63.052 billion yuan. AI improvements in advertising and the Weixin ecosystem helped boost marketing services revenue by 20%.

Tencent's revenue soars with AI advancements

Tencent Holdings Ltd. saw a 15% increase in revenue, reaching 184.5 billion yuan. This boost is attributed to its gaming and social media businesses, as well as its focus on AI. The company is investing heavily in AI research to compete with other tech firms. Tencent is integrating AI into its services and renting out computing power to clients for AI development.

Tencent awaits clarity on US AI chip import rules

Tencent reports uncertainty regarding U.S. AI chip import regulations amid ongoing negotiations between Beijing and Washington. Despite the ambiguity, Tencent maintains sufficient AI chip inventory to sustain its operations. The company is committed to balanced AI investment, advancing its Hunyuan model and integrating third-party technologies. Tencent's second-quarter revenue rose 15% to 184.5 billion yuan, driven by gaming and AI-enhanced marketing services.

BigBear.ai announces Q2 results and financial updates

BigBear.ai announced its second-quarter 2025 financial results and updated its financial outlook. Revenue decreased by 18% to $32.5 million compared to the previous year. The company reported a net loss of $228.6 million, impacted by non-cash changes and a goodwill impairment charge. BigBear.ai is adjusting its full-year revenue projection to between $125 million and $140 million.

BigBear.ai updates financial outlook after Q2 results

BigBear.ai reported its second-quarter 2025 results, noting a record cash balance of $390.8 million. The company now expects full-year revenue to be between $125 million and $140 million. Revenue for the quarter decreased by 18% to $32.5 million. The company is withdrawing its previous Adjusted EBITDA guidance due to uncertainties with Army programs and new growth investments.

AMD downplays China AI sales impact

AMD will give the U.S. government 15% of its AI GPU sales in China for export licenses. Citi analyst Christopher Danely says this deal is not a big concern for AMD's profits. The deal mainly affects lower-profit products like the MI308X. AMD's main AI GPUs, the MI355 and MI400, are expected to drive AI sales to $6.2 billion in 2025 and $9.9 billion in 2026.

AMD's China AI sales cut is 'largely immaterial' says analyst

An analyst at Citi says that AMD giving 15% of its GPU sales in China to the U.S. government for export licenses won't hurt AMD's profits much. The cut only affects lower-margin products like the MI308X. AMD's main AI GPUs, the MI355 and MI400, are expected to boost AI sales to $6.2 billion in 2025 and $9.9 billion in 2026. The analyst has a Neutral rating on AMD with a $180 price target.

Vocodia's AI agents boost revenue for wellness brand Maxoderm

Vocodia AI's digital voice agents are outperforming human call centers for Maxoderm, a men's wellness brand. Vocodia's AI achieved a higher revenue-per-call than both competing AI systems and live agents. Maxoderm's Director of Sales, Frank Barone, said Vocodia exceeded their expectations. Vocodia CEO Brian Podolak said their AI is designed to perform in real business environments, driving revenue and closing deals.

ASML: The unstoppable AI stock for long-term investors

ASML is a key company in the AI industry, holding a technological monopoly in EUV lithography machines used for chip manufacturing. Taiwan Semiconductor, Intel, and Samsung rely on ASML's technology. ASML's stock is currently down from its all-time high, but analysts maintain a positive long-term outlook. ASML projects revenue between 44 billion and 60 billion euros by 2030.

Sapien launches onchain AI training with $SAPIEN token

Sapien is launching a decentralized AI training protocol using Proof of Quality (PoQ) on the Base blockchain. The $SAPIEN token will launch on August 20, 2025, with 1 billion tokens created. Sapien aims to decentralize AI data sourcing through onchain human intelligence coordination. The project is backed by Variant, YGG, and partners like Midjourney and Alibaba.

C3.ai CEO admits 'unacceptable' sales performance, announces restructuring

C3.ai CEO Tom Siebel acknowledged that the company's recent sales performance was unacceptable, causing the stock to drop. He cited health issues and leadership transitions as contributing factors. Siebel is transitioning to Executive Chairman to focus on product strategy and customer relationships. The company is seeking a new CEO to lead C3.ai forward.

Richtech Robotics stock jumps with AI innovations

Richtech Robotics Inc.'s stock is up by 11.75% after announcing new robotic innovations. The company is using AI to improve operations and customer experiences. Industries are adopting advanced robotics to boost efficiency and offer personalized services. Richtech Robotics reported operating revenues of $1.17M but expenses of $6.11M, resulting in a net loss of $4.54M.

SoundHound AI stock soars after strong Q2 results

SoundHound AI stock has jumped over 50% this week after a strong Q2 report and raised guidance. The company's voice-first AI approach is gaining traction with investors. SoundHound's AI powers drive-thru systems, customer service bots, and in-car assistants. Revenue surged 217% year over year, and management raised full-year sales guidance to $160 million-$178 million.

Sources

• Tencent’s second-quarter earnings beat forecasts, bolstered by AI
• Chinese tech giant Tencent's quarterly revenue jumps 15% on AI investments, gaming unit boost
• Tencent’s Revenue Beats Estimates in Boost for AI Ambitions
• Tencent says US AI chip import situation unclear as governments negotiate
• BigBear.ai Announces Second Quarter 2025 Results; Updates Financial Outlook
• BigBear.ai Announces Second Quarter 2025 Results; Updates Financial Outlook
• AMD Brushes Off China AI Sales Hit as Citi Calls Impact 'Largely Immaterial'
• Why Citi Analyst Says AMD’s China AI Sales Cut Is ‘Largely Immaterial’
• AI Beats Human Sales Teams: Vocodia's Digital Agents Drive Higher Revenue in Wellness Industry
• 1 Unstoppable Artificial Intelligence (AI) Stock to Buy Right Now
• Sapien Launches Onchain AI Training with $SAPIEN Token TGE on August 20, 2025
• C3.ai CEO Siebel on “Unacceptable” Sales and Restructuring
• Richtech Robotics Evolves with AI Revolution to Enhance Experiences
• Why this eponymous AI stock popped 50% (and isn't slowing down)