🔹 Introduction
As the global tech ecosystem recalibrates after a volatile week driven by AI expansion and international trade tensions, August 5 brings fresh insights into infrastructure investment, regulatory activity, and innovation trends. Big Tech continues to pour billions into AI capabilities, while regulators in the U.S. and Europe step up oversight—especially on ethical AI use, data centers, and “acquihire” tactics. Here are the major highlights shaping today’s tech landscape:
🌐 Top Tech News – 5 August 2025
☁️ Microsoft Continues AI Investment Surge
Microsoft confirmed a $30 billion capital expenditure for Q1 FY26, focused on expanding AI data centers worldwide.
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Azure revenue has surpassed $75 billion annually, marking a 39% year-on-year growth.
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Microsoft’s market capitalization now exceeds $4 trillion, only the second company to do so after Nvidia.
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The AI boom is expected to account for over 50% of Microsoft’s cloud revenue by mid-2026.
📊 Meta Offloads $2 Billion in Data Center Assets
Meta is selling part of its data center infrastructure to reduce capital load and invite partner investment.
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This is part of its aggressive $66–72 billion capital expenditure for 2025.
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Analysts believe Meta is repositioning for a hybrid infra-sharing model to support future AI projects like Llama 4 and generative video models.
⚖️ U.S. SEC Launches AI Task Force
The U.S. Securities and Exchange Commission (SEC) announced a dedicated AI Task Force to evaluate the use of artificial intelligence in trading, financial disclosures, and compliance.
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Valerie Szczepanik will lead the task force, focusing on “risk-aware innovation.”
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This marks a broader trend where regulators are working to ensure AI use in financial services remains ethical and transparent.
🇪🇺 EU Cracks Down on Tech Acquihire Practices
The European Commission has warned that tech giants like Google, Meta, and Microsoft may face merger-level scrutiny over “acquihires” (talent-based acquisitions without formal company buyouts).
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The move is part of the Digital Markets Act (DMA) enforcement framework to curb anti-competitive behavior.
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This could reshape how startups are acquired and absorbed into large tech firms in the EU.
🔐 SharePoint Exploit Impacts 100+ Organizations
A zero-day vulnerability in Microsoft SharePoint has been exploited in a cyber-espionage campaign, with around 100 organizations affected globally.
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Attackers reportedly transitioned from initial access to deploying ransomware on several networks.
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Microsoft and U.S. cyber authorities have issued emergency patch guidelines.
🤖 Robotics: China’s Humanoid Team Prepares for Global Debut
Tsinghua University’s humanoid robot team, “T1,” is gearing up for the World Humanoid Robot Games later this month.
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These robots are designed for industrial automation, elderly care, and sports simulations.
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Robotics experts call this event a major inflection point in demonstrating AI-meets-hardware capability on a global stage.
💡 Startup Watch: Vast Data and Mistral Scaling Rapidly
Vast Data is close to raising funds at a $30 billion valuation, driven by massive demand for AI-centric storage and data acceleration solutions.
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French AI startup Mistral, known for its open-weight LLMs, is targeting $1 billion in funding for global expansion, aiming for a $10 billion valuation.
📌 Summary Table
| Category | Key Highlight |
|---|---|
| AI Cloud Spending | Microsoft & Meta continue multi-billion dollar AI infra investments |
| Regulatory Shift | SEC’s AI Task Force; EU DMA now watching acquihires |
| Cybersecurity Alert | SharePoint exploit becomes large-scale espionage & ransomware campaign |
| AI Startups & Robotics | Vast Data, Mistral raise big; China’s robot team enters global spotlight |
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