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Midas Market Pulse, AI Investing & Trends for 22nd of July 2025

AI Investing and Trends for 22nd of July 2025

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Midas AI Research
July 22, 2025

💸 xLight Secures $40 Million for EUV Laser Innovation
Silicon Valley based xLight raised $40 million in a Series A round led by Playground Global, aimed at developing extreme ultraviolet lasers for next gen chip fabrication. The move targets breaking ASML’s stronghold and supporting US based supply chains for AI driven semiconductors.

🏗️ SoftBank and OpenAI Stargate Plan Scaled Back
The ambitious $500 billion Stargate initiative by SoftBank, OpenAI, and Oracle has been significantly reeled in. Reports indicate the focus has shifted to building a single data center in Ohio rather than the previously planned nationwide rollout, highlighting execution risks in mega AI infrastructure partnerships.

🪙 FuriosaAI Lands Major AI Chip Customer
FuriosaAI, a chip startup, declined a reported $800 million acquisition offer from Meta to pursue an independent path. It instead secured a large customer deal with LG for its RNGD AI accelerators. The contract gives credibility to Furiosa’s cost efficient chip design and supports its standalone growth story.

📊 xAI Targets $170 to200 Billion Valuation
Elon Musk’s xAI is reportedly seeking a new fundraising round aiming for a $170 to $200 billion valuation. Backers may include Saudi Arabia’s PIF. The company recently added $5 billion in equity and has acquired X and $5 billion in debt, underpinning its long‑term plans to invest heavily in data center infrastructure.

📊 Midas Perspective

  1. Governments are stepping up with strategic AI security and compute partnerships.

  2. US based supply chains are receiving renewed support through tech infrastructure investments.

  3. Mega scale AI infrastructure plans face strategic scaling challenges.

  4. AI chip startups are gaining traction via independent customer wins over big tech buyouts.

  5. xAI’s valuation push highlights how high capitalized AI labs are becoming sovereign level players.

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