Midas Market Pulse, AI Investing & Trends for 15th of July 2025

🔥 Chip Wars and Billion Dollar Bets, Inside Today’s AI Surge

The AI financial landscape lit up today with bold moves in hardware, monster funding in open source models, and a renewed rally in AI linked crypto. AMD is taking the fight to Nvidia, a former OpenAI executive just landed a $2 billion war chest, and decentralized AI tokens are climbing again. Here’s what’s moving markets.

📈 AMD Enters Beast Mode with New AI Chip

AMD roared higher today, jumping over 8% after unveiling its next generation Instinct MI350 AI chip. The company claims it delivers 22 TB/s memory bandwidth, outpacing Nvidia’s top tier Blackwell B200, all while maintaining a cost advantage of ~30%. The market responded fast HSBC upgraded AMD’s stock and doubled its price target to $200.

This is more than a product launch. It’s AMD signaling it’s no longer content to be a distant second in AI acceleration. If cloud and enterprise buyers start shifting toward AMD’s more efficient offering, Nvidia’s market share won’t just plateau, it could contract. The chip war just got real.

💸 Thinking Machines Lab Raises $2B to Take on Big AI

One of the most buzzworthy deals in recent memory dropped today Thinking Machines Lab, founded by former OpenAI CTO Mira Murati, just closed a $2 billion Series A at a $12 billion valuation. The round was led by Andreessen Horowitz and included strategic backing from Nvidia, AMD, Accel, and Jane Street.

The startup is building an open source, multimodal AI platform designed to rival the foundation models coming out of OpenAI and Anthropic. While most young AI firms are still fine tuning chatbots, this one is taking dead aim at the top of the food chain. With both capital and silicon giants behind it, Thinking Machines could redefine what an “open” frontier model looks like.

🪙 TAO and NEAR Lead Crypto AI Comeback

The AI token sector saw renewed energy today with Bittensor (TAO) jumping 7.2% and NEAR Protocol gaining 6.7% in 24 hours. These moves follow a 5–6% lift in overall AI token market cap, as investors rotate back into decentralized infrastructure plays after a choppy few weeks.

TAO’s rise suggests fresh confidence in on chain AI coordination models, while NEAR’s gains reflect its growing reputation as a launchpad for AI dApps and tools. With the broader crypto market still in consolidation mode, this uptick in AI specific tokens may be the early signal of a second wave in the AI x blockchain narrative.

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