AI at TechInsights: July 2025 Review

Discover July 2025’s biggest AI chip moves, from export policy reversals to Tesla’s $16.5B Samsung deal and AMD’s datacenter AI push.

July 2025, another pivotal month for AI chips, featured interplay of geopolitical shifts and some major chip announcements. A significant development was the Trump administration's reversal of a ban on advanced AI chip exports to China, a move that allowed companies like NVIDIA and AMD to resume sales to China. The month also saw a landmark deal between Tesla and Samsung foundries, with Tesla awarding the South Korean tech giant a $16.5 billion contract to manufacture its next-generation AI6 chips in a new Texas facility. Meanwhile at TechInsights, we analyzed the implications of the Trump administration’s announcement and covered AMD’s advancement into the datacenter AI chip market.