August 6, 2025 · 24-Hour AI Update: Focus on OpenAI, AMD, Rivian, and GSA
As the technological wave sweeps the globe, AI is no longer the future but today’s hottest battlefield. Over the past 24 hours, leading players have drawn their swords—from OpenAI open-sourcing its 120 billion-parameter model for the first time, to legacy chip giant AMD grappling with margin pressure, and to electric-truck upstart Rivian seizing new government procurement opportunities—the AI ecosystem is hitting multiple inflection points.
1. OpenAI Open-Sources GPT-oss-120B and GPT-oss-20B for the First Time
OpenAI today released two new open-source foundation models—GPT-oss-120B and GPT-oss-20B—on the Hugging Face platform. This marks the first time since GPT-2’s 2020 launch that OpenAI has made its in-house language models publicly available. According to the company, both models rank at the “cutting edge” across multiple benchmark comparisons, and are released under the permissive Apache 2.0 license, empowering developers to freely use, fine-tune, and extend them.
Commentary:
Facing a surging wave of open-source giants—from Moonshot AI’s K2 to Alibaba’s Qwen series—OpenAI’s move is both a counter-strike and an alignment with the industry’s collaborative momentum. The Apache 2.0 license will lower barriers for communities and enterprises alike, fueling experimentation in model customization and downstream innovation.
2. AMD Q2 Earnings: Revenue Up, Profit Under Pressure
AMD reported Q2 2025 results with adjusted EPS of $0.48 (down 30% YoY vs. $0.49 expected), revenue of $7.69 billion (up 32% YoY vs. $7.42 billion expected), and operating income of $897 million (down 29% YoY vs. $903 million expected). Adjusted gross margin was 43%; excluding export-control costs, it would have been 54%. For Q3, AMD forecasts revenue of $8.7 billion ±$0.3 billion (consensus $8.3 billion).
Commentary:
As the world’s No. 2 GPU maker behind NVIDIA, AMD delivered robust top-line growth but faced headwinds on profitability and EPS. Its upcoming Instinct MI350 AI accelerator promises to rival NVIDIA’s GB200 in training and inference, yet export restrictions wiped out nearly $800 million in MI308 China sales this quarter.
3. Rivian H1 Performance: Losses Narrow, Deliveries Dip
Electric-truck maker Rivian posted H1 2025 revenue of $2.543 billion (up 7.7% YoY), an operating loss of $1.769 billion (down 38% YoY), and net loss of $1.656 billion (down 43% YoY). Q2 production was 5,979 vehicles with 10,661 deliveries (down 22% YoY). The company highlighted its use of AI-driven sensor fusion and machine-learning algorithms—continuously refined with terabytes of anonymized vehicle data—to improve real-time decision-making and navigation.
Commentary:
By deliberately curbing production to ready lines for its 2026 models, Rivian sacrificed near-term deliveries. Although losses have narrowed significantly, sustainable profitability will hinge on boosting delivery volumes and higher-margin models.
4. GSA Approves Three Major AI Vendors for Federal Supplier List
The U.S. General Services Administration (GSA) has officially added OpenAI, Google, and Anthropic to its Federal Supplier List for AI tools. This pre-negotiated contracting vehicle offers ready-to-use AI solutions to federal agencies. Approved vendors must commit to “responsible AI use” principles and meet stringent federal security, privacy, and compliance standards.
Commentary:
Earning “pre-certified” status accelerates these companies’ access to government projects and sets a benchmark for future AI vendors seeking public-sector procurement.
In this wave of technological innovation, countless AI companies are fiercely competing to claim the next summit of technological leadership. For more cutting-edge insights, stay tuned: https://iaiseek.com.