Microsoft, Meta AI Strategies, Nvidia Chip Competition, Palantir Valuation

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In the rapidly evolving AI landscape, several key developments are unfolding across various sectors. Microsoft and Meta are pursuing different AI strategies, with Microsoft investing in Azure and partnering with Meta on models like Llama 2, while Meta focuses on its "Meta Superintelligence Lab" and open-source initiatives. The AI boom is also under scrutiny, with concerns raised about a potential investment bubble and high valuations for companies like Palantir. NVIDIA, a dominant player in AI chips, faces competition and geopolitical risks. Meanwhile, companies are actively integrating AI to enhance their services. PTC is partnering with NVIDIA to improve manufacturing software using AI, while OpenText is showcasing AI-powered cybersecurity tools at Black Hat USA 2025. ValueSelling has launched Val, an AI sales coach, and Jeeva AI has introduced a platform to automate sales outreach. OpenLegacy Hub is now available on AWS Marketplace to modernize old systems for AI. GoPro is even paying users to share videos for AI training. VCI Global is set to unveil its secure AI platform for governments at the ASEAN AI Summit 2025, while Bic's Karen Schwartz will discuss AI's role in team efficiency at an industry summit. However, not all views are positive; Mark Cuban wants some AI uses to be illegal to protect consumers, and the Aam Aadmi Party (AAP) is criticizing India's AI education compared to countries like Japan and China.

Key Takeaways

Microsoft is investing in its Azure cloud platform and partnering with Meta to support AI models like Llama 2.
Meta is building a "Meta Superintelligence Lab" and promoting its open-source Llama 2 model.
Concerns exist about an AI investment bubble, with high valuations for companies like Palantir (P/E ratio of 694x).
NVIDIA faces risks from competition and geopolitical issues despite dominating the AI chip market.
PTC is integrating NVIDIA tech, including Omniverse and OpenUSD, to enhance its manufacturing software with AI.
OpenText will present its AI-powered cybersecurity solutions at Black Hat USA 2025.
ValueSelling has launched Val, an AI avatar that acts as a sales coach using the ValueSelling Framework.
Jeeva AI has launched an AI platform that automates sales tasks, including lead generation and personalized messaging.
OpenLegacy Hub is now available on AWS Marketplace to help modernize legacy systems for AI applications.
GoPro is launching a program where U.S. subscribers can earn money by allowing their videos to be used for AI training, sharing 50% of licensing revenue.

GoPro pays users to share videos for AI training

GoPro is launching a program where U.S. subscribers can earn money by letting their videos be used to train AI models. Subscribers who opt-in will allow tech companies to use their GoPro footage to improve AI. GoPro will give subscribers 50% of the money earned from licensing their videos. The program starts in early August with invitations and will later include all U.S. subscribers.

VCI Global unveils secure AI platform for governments

VCI Global will present its Sovereign Data Infrastructure at the ASEAN AI Summit 2025 in Kuala Lumpur. Jane Teh, VCI Global’s Chief AI Security Officer, will discuss the need for secure infrastructure for national data. The Sovereign Data Infrastructure includes SecureGPUTM servers, CyberSecure storage vaults, and Qsecore mobile communication. These technologies help governments control their AI and data infrastructure. The ASEAN AI Summit will host over 5,000 participants, including policymakers and tech companies like Grab, Baidu, and Microsoft.

OpenText shows AI cybersecurity tools at Black Hat USA 2025

OpenText will present its AI-powered cybersecurity solutions at Black Hat USA 2025. The company's tools help businesses protect data, find threats, and respond quickly. OpenText's security portfolio includes threat detection, application protection, and identity security. The event takes place August 2-7, 2025, in Las Vegas. OpenText helps companies reduce risk and meet security rules.

Microsoft and Meta compete in AI with different strategies

Microsoft and Meta are competing to lead in artificial intelligence, but they have different plans. Microsoft is investing heavily in its Azure cloud platform and partnering with Meta to support AI models like Llama 2. Meta is building a "Meta Superintelligence Lab" and promoting its open-source Llama 2 model. Both companies are dealing with economic challenges like steady interest rates and trade tensions. Microsoft focuses on infrastructure, while Meta takes a riskier approach.

Is the AI boom a bubble for investors

The AI sector is attracting lots of investment, but some worry it's becoming a bubble. Some AI stocks have very high valuations, like Palantir with a P/E ratio of 694x. NVIDIA dominates the AI chip market, but faces risks from competition and geopolitical issues. Generative AI is growing fast, but many companies struggle to make profits. Investors should be careful and focus on companies with strong fundamentals and diversify their investments.

ValueSelling launches Val AI sales coach

ValueSelling has launched Val, an AI avatar that acts as a sales coach. Val uses the ValueSelling Framework to help salespeople improve their skills and close deals faster. Val offers personalized coaching based on over 260 training modules. The AI avatar uses realistic expressions and can understand and respond to sales reps' issues. Val helps identify skill gaps and creates custom learning plans.

OpenLegacy Hub now on AWS Marketplace for AI

OpenLegacy Hub is now available in the AWS Marketplace AI Agents and Tools category. This allows customers to easily find, buy, and use OpenLegacy's platform to modernize old computer systems for AI. OpenLegacy Hub helps businesses use their old data for new AI projects. It generates AI-ready APIs from mainframe and IBM i systems. This helps speed up AI development and digital transformation.

AAP criticizes India's AI education compared to Japan and China

The Aam Aadmi Party (AAP) is criticizing the Indian government's education policies, saying they are not preparing students for the AI world. AAP leader Manish Sisodia pointed out that only a small percentage of Indian schools have computer labs. He compared India to Japan and China, which are investing heavily in AI education. The AAP announced a campaign to audit government schools across India.

Mark Cuban wants some AI uses to be illegal

Mark Cuban, a billionaire investor, is concerned about artificial intelligence and wants a specific AI use to be made illegal. While the exact AI application isn't specified, Cuban's concern focuses on protecting consumers. This suggests he's worried about AI-generated content, privacy issues, or unfair business practices. Cuban's stance highlights the debate around the ethical development and use of AI.

Jeeva AI launches tools to automate sales outreach

Jeeva AI has launched an AI platform that automates sales tasks from finding leads to scheduling meetings. The platform enriches data in real-time, creates personalized messages, and ensures high email deliverability. Jeeva AI 2.0 includes features like a real-time enrichment engine and a multichannel outreach tool. It also has an inbox agent that prioritizes replies and summarizes calls. The platform aims to help sales teams increase pipeline and reduce administrative work.

PTC integrates NVIDIA tech for AI manufacturing leadership

PTC is working with NVIDIA to improve its manufacturing software with AI. By using NVIDIA Omniverse and OpenUSD, PTC aims to make its Creo and Windchill systems better for AI-driven design. This partnership helps engineers and other teams collaborate using real-time 3D simulations. PTC's move towards open standards and interoperability is important for the future of AI hardware development. The integration aims to reduce development risk and speed up time-to-market.

Bic's Karen Schwartz to discuss AI team efficiency at summit

Karen Schwartz from Bic will speak at the CG Sales & Marketing Tech Summit about using AI to improve team efficiency. She will discuss how AI can help teams work better together. The summit will bring together leaders from the consumer goods industry to discuss new technologies. The event focuses on improving experiences for consumers, retailers, and employees. Schwartz will share her experience in using AI to empower teams.