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AI Daily Brief — 30 July 2025

Two-anchor Wednesday. Zuckerberg’s superintelligence letter walked back Meta’s open-source commitment. Microsoft posted a blowout Q4 — Azure $75B+, Copilot 20M users, market cap past $4T after-hours. Alibaba kept the Qwen drumbeat going.

Top stories

  • Zuckerberg unveils “personal superintelligence” vision. July 30 letter: superintelligence is “in sight”, Meta will be “careful about what we choose to open source” for the most powerful systems, citing novel safety concerns. Strategic shift from Meta’s prior open-source posture. via Meta
  • TechCrunch: Meta likely won’t open-source all superintelligence models. Only some models will be released, with the most powerful kept proprietary on safety grounds. via TechCrunch
  • Microsoft Q4 FY25 earnings: Azure tops $75B. Revenue $76.4B (+18%), operating income $34.3B (+23%), net income $27.2B (+24%), EPS $3.65 (+24%). Azure surpassed $75B annual revenue, up 34%. Stock spiked 7%+ after-hours, pushing market cap past $4T. via SEC 8-K
  • GitHub Copilot crosses 20 million all-time users. Satya Nadella on earnings call: Copilot has passed 20M all-time users, adding 5M in the last quarter (up from 15M in April). 90% of Fortune 100 use Copilot; enterprise growth ~75% QoQ. via TechCrunch
  • Alibaba releases Qwen3-30B-A3B-Instruct-2507. 30.5B-parameter MoE (128 experts, 8 active, ~3.3B active per token) with 262,144-token native context. Big gains in instruction following, reasoning, math, coding and tool use. Open weights on Hugging Face. via Hugging Face

Who shipped

Meta shipped a strategic letter. Microsoft shipped earnings. Alibaba shipped Qwen3-30B Instruct.

Open-source pulse

Qwen3-30B-A3B-Instruct-2507 extends Alibaba’s late-July cascade. Coming on the same day as Zuckerberg’s open-source retreat sharpens the contrast — China keeps shipping permissive-license weights while Meta walks them back.

Money, infra & hardware

Bloomberg: investors pressing both Microsoft and Meta on accelerating AI infrastructure spend going into earnings — focus on whether they can keep pace with Alphabet and Amazon. via Bloomberg Anthropic in early planning for next funding round at >$100B valuation.

Quiet corners

OpenAI’s Study Mode hit general availability for Free/Plus/Pro/Team users on July 30 with multilingual support including an India-led launch. via Euronews Sidley Austin published detailed legal analysis of the July 23 Action Plan and three EOs. EU AI Act GPAI obligations kick-off countdown — GPAI Code of Practice, training-data summary template (July 24) and Commission Guidelines (July 18) frame compliance environment.

By the numbers

  • $76.4B / +18% — Microsoft Q4 FY25 revenue / YoY
  • $75B / +34% — Azure annual revenue / YoY
  • 20M / +5M — GitHub Copilot all-time / quarterly users
  • 90% / ~75% — Copilot Fortune 100 penetration / enterprise QoQ growth
  • $4T — Microsoft market cap after-hours
  • 30.5B / 128 / 8 / 262K — Qwen3-30B-A3B Instruct total / experts / active / context

Compiled by AI Feed’s editor from verified web sources for 30 July 2025.