tech

Rani Molla8/22/25

Zoom jumps after beating expectations and raising its full-year guidance

Zoom jumped more than 9% in early trading after reporting revenue and earnings that beat analyst expectations and raising its full-year guidance.

The video communications company posted adjusted earnings per share of $1.53 and revenue of $1.22 billion in the second quarter, compared with analysts’ estimates for earnings of $1.38 a share and $1.2 billion of revenue.

Zoom also boosted its full-year forecast, saying it expects revenue in constant currency between $4.82 billion and $4.83 billion and adjusted earnings of $5.81 to $5.84 a share. The company had previously forecast revenue between $4.81 billion and $4.82 billion and EPS ranging from $5.56 to $5.59.

The company said its use of AI helped it have a strong second quarter.

“AI is transforming the way we work together, and Zoom is at the forefront, driving innovation that helps people get more done, reduce costs, and deliver better experiences for customers and employees alike,” Zoom founder and CEO Eric S. Yuan said.

The results pleased investors and analysts alike, including Wedbush Securities’ Dan Ives, who wrote: “This was another solid quarter by ZM as the company’s new GTM strategy gains further traction while improving its product portfolio with AI front and center to capitalize on the growth opportunities across the enterprise landscape while the online business continues to stabilize.”

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Amazon, Google, Meta, Microsoft, Oracle will agree to “build, bring, or buy” AI data center power

A month after President Trump called on Big Tech companies to “pay their own way” on data center energy — and a day after Trump pledged as much at the State of the Union — a number of tech’s biggest companies plan to make it official, according to a report from Fox News.

Alphabet, Amazon, Meta, Microsoft, and Oracle, in addition to OpenAI and xAI, plan to sign agreements at a March 4 White House event committing to supply their own electricity for new AI data centers.

"Under this bold initiative, these massive companies will build, bring, or buy their own power supply for new AI data centers, ensuring that Americans’ electricity bills will not increase as demand grows," White House spokeswoman Taylor Rogers told Fox.

Already, Amazon, Microsoft and Meta have committed to as much in recent data center announcements.

Scoop: Trump brings Big Tech to White House to curb power costs amid AI boom

Scoop: Trump brings Big Tech to White House to curb power costs amid AI boom

Alphabet, Amazon, Meta, Microsoft, and Oracle, in addition to OpenAI and xAI, plan to sign agreements at a March 4 White House event committing to supply their own electricity for new AI data centers.

"Under this bold initiative, these massive companies will build, bring, or buy their own power supply for new AI data centers, ensuring that Americans’ electricity bills will not increase as demand grows," White House spokeswoman Taylor Rogers told Fox.

Already, Amazon, Microsoft and Meta have committed to as much in recent data center announcements.

Anthropic doesn’t want Claude controlling autonomous weapons. The Pentagon may not give them a choice.

A looming Friday deadline to get onboard with the Pentagon’s demands could lead to an unraveling of years of the company’s work with the government.

The Pentagon is seen from above...

Waymo announces Chicago and Charlotte expansion as driverless rollout accelerates

The company is currently operating in 10 US cities.

The Streets of San Francisco, the Waymo way

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Uber to roll out robotaxis with Wayve in 10 markets

Uber also has its sights set on 10 robotaxi markets — a milestone that Alphabet subsidiary Waymo reached yesterday.

As part of its latest $1.5 billion funding round, autonomous tech startup Wayve announced that it will be helping to power robotaxis on Uber’s network, with its first launch in London this year. That’s followed by “plans to scale to more than 10 markets globally.”

The companies didn’t specify the vehicle model, but said Wayve’s AI Driver will be deployed in L4-capable vehicles from participating automakers. Uber will own and operate the fleet.

Microsoft, Nvidia, Mercedes-Benz, Nissan, and Stellantis were also part of the fundraise.

Separately, an Uber filing Tuesday showed that newly appointed CFO Balaji Krishnamurthy purchased $1.6 million in company stock.

Uber shares are up about 1% premarket.

Wayve secures $1.5B to deploy its global autonomy platform

Wayve secures $1.5B to deploy its global autonomy platform

The companies didn’t specify the vehicle model, but said Wayve’s AI Driver will be deployed in L4-capable vehicles from participating automakers. Uber will own and operate the fleet.

Microsoft, Nvidia, Mercedes-Benz, Nissan, and Stellantis were also part of the fundraise.

Separately, an Uber filing Tuesday showed that newly appointed CFO Balaji Krishnamurthy purchased $1.6 million in company stock.

Uber shares are up about 1% premarket.

tech

The way different states use ChatGPT could tell us a lot about their economies

Last Friday, OpenAI launched a new public dashboard tracking global non-enterprise messages on ChatGPT sent between the summer of 2024 and the end of 2025.

Among the 118 countries analyzed, the US ranked 25th by number of messages sent per capita, with a little over three-quarters of all conversations clustering around just three subjects: practical guidance (29%), writing (27%), and seeking information (19.6%). Zooming into the state level, it becomes clear that not all regions are using the chatbot in quite the same way.

DC topped the list of ChatGPT messages per capita — echoing patterns seen in the use of Anthropic’s Claude — and it’s not hard to see why. The capital, dense with federal agencies, think tanks, and law firms, runs on drafting documents, from memos and policy briefs to endless email chains. It makes sense, then, that nearly a third (32%) of DC users lean on AI for writing, above the national average of 27%. The pattern holds across other top-ranked states, too: New York (No. 3), California (No. 4), and Washington (No. 8), for instance, all show writing as their top use case.

Flip to the other end of the rankings, where the states that use ChatGPT the least sit, and the picture looks different. In West Virginia (No. 51), South Dakota (No. 48), Mississippi (No. 46), and Arkansas (No. 45), practical guidance is the dominant use case, often accounting for 33% to 35% of all prompts.

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