AI Daily: The Latest AI Trends and Updates – July 31

This week’s AI landscape spans across record-breaking revenues, massive infrastructure investments, and profound industry disruption. OpenAI hits stunning new milestones in revenue and user scale, while Google DeepMind’s AlphaEarth aims to redefine Earth observation. Meta and Anthropic escalate their AI arms race with billions in capital deployment. Meanwhile, India’s IT services sector grapples with a wave of AI-induced restructuring. Here's your round-up of this week's most critical AI developments.

OpenAI Revenue Tops $12B as User Base Surpasses 700M

OpenAI reports that it has generated over $12 billion in revenue in the first seven months of 2025 alone, with current monthly revenue exceeding $1 billion. The platform now boasts 700 million weekly active users, reinforcing its dominance in the AI ecosystem. The company is also pursuing an unprecedented $40 billion fundraising round, pushing its valuation to $260 billion. After a $10B tranche closed in June, OpenAI is now seeking investors for the remaining $30B.

Commentary: OpenAI's velocity is astonishing. It’s no longer a lab — it’s a revenue powerhouse shaping the economics of the AI era.

Google DeepMind Unveils AlphaEarth for Planet-Scale Mapping

Google DeepMind has launched AlphaEarth Foundations, an AI model designed for ultra-precise Earth mapping. The system integrates vast satellite and terrain datasets and can distinguish subtle geographic features like dunes versus beaches. It reduces map processing error by 24% and is already available through Google Earth Engine. Applications span climate monitoring, deforestation tracking, and agricultural surveillance.

Commentary: AlphaEarth is a glimpse into the future of planetary intelligence — real-time Earth awareness driven by AI.

Meta to Spend Up to $72B on AI Infrastructure in 2025

Meta announced a bold expansion of its AI infrastructure plans, committing between $66B and $72B in 2025 for data centers, servers, and compute capacity. This capital boost supports Meta’s efforts in large language models, AR/VR, and the metaverse-AI fusion. It signals a doubling-down on AI as the company’s long-term core.

Commentary: Meta’s infrastructure blitz signals the rising cost of AI leadership — and the growing gap between Big Tech and the rest.

Anthropic Nears $170B Valuation Amid $50B Raise

Anthropic is reportedly closing a new round of $30–50 billion, which would raise its valuation to $170 billion. The funding is led by Iconiq Capital, with sovereign investors like QIA and GIC in talks. The capital will fuel the Claude family of models and AGI research. This comes amid a wave of mega-funding in the frontier model space.

Commentary: With each raise, Anthropic becomes not just a rival to OpenAI — but a defining force in safe, large-scale AI.

AI Disruption Hits India's $283B IT Industry

India’s traditional IT sector — long the world's outsourcing powerhouse — is being reshaped by AI. As clients demand innovation and automation, firms like TCS are eliminating tens of thousands of mid-tier roles. Experts warn of a skills mismatch as legacy engineers struggle to transition into roles in AI, cloud, and DevOps. Layoffs are outpacing new AI hires, spotlighting urgent retraining needs.

Commentary: India's IT sector must evolve from being the world’s workbench to becoming an AI-first innovation hub — or risk falling behind.

Dreamface AI: Big Updates for AI Video

AI Video is now easier to use than ever — with instant previews for generated content.
Whether you're producing avatar animations or narrative shorts, Dreamface now offers real-time preview capabilities that let you test your output before rendering, accelerating creative workflows and improving output quality.