AI 360 Pulse Industry Trends, Intelligence & Impact

Counterpoint Research AI 360 Pulse June 2025

PDF | 67 Pages

Overview

A curated monthly AI newsletter that distills the most important developments in AI, analyzing their impact across key ecosystem players—semiconductors, big tech, cloud players, AI models, regulators, and users. Designed to cut through the noise, it connects the dots to help you see where the industry is heading and why it matters.

Must-watch Moves in AI
AI in Telcos
M&A/Funding Activity in AI
Other Noteworthy AI Updates
News Summary & Impact on AI Trends
Counterpoint AI Research Snippets
Concept of the Month – AI Agent vs Agentic AI
Key Events Recap
1. Google I/O
2. Microsoft Build
3. Computex

Lead Authors

Mohit Agrawal
Research Director
Counterpoint Research

Wei Sun
Principal Analyst
Counterpoint Research

Author

Wei Sun

Wei is a Principal Analyst in Artificial Intelligence at Counterpoint. She is also the China founder of Humanity+, an international non-profit organization which advocates the ethical use of emerging technologies. She formerly served as a product manager of Embedded Industrial PC at Advantech. Before that she was an MBA consultant to Nuance Communications where her team successfully developed and launched Nuance’s first B2C voice recognition app on iPhone (later became Siri). Wei’s early years in the industry were spent in IDC’s Massachusetts headquarters and The World Bank’s DC headquarters.

Mohit Agrawal

Mohit is responsible for tracking Digital Transformation and Internet of Things (IoT) at Counterpoint Research. He has over two decades of rich industry experience having worked with large tech companies like Accenture, Airtel, Nokia, and Microsoft in the past. Before joining Counterpoint, Mohit was the co-founder & CEO of a start-up in the competitive and market intelligence space utilizing big data and AI. He is a keen follower of the developments in devices and key internet technologies like IoT, Blockchain, AI, etc. Mohit is an engineer, MBA and a certified project management professional. He is based out of The Hague in Netherlands.