Companies must balance AI chip production with their mainstay PC, server, and smartphone chip lines in an evolving semiconductor industry.
Google One approaches 100 million subscribers: It’s balancing sluggish ad revenue with gains in subscription and cloud services. Future success calls for more income streams.
When millions in funding isn’t enough for an AI startup’s survival: New generative AI companies are looking to sell but Big Tech isn’t at liberty to buy, creating an opportunity for mature startups.
The New York Times learns to live with AI: Amid a lawsuit with OpenAI, the publisher looks to safeguard journalistic integrity while promoting financial interests.
Its Activision Blizzard acquisition boosts gaming gains beyond Windows profits. But the industry’s downturn and ensuing layoffs paint a grim picture for gaming in general.
Google’s AI pivot yields cloud boom while ad revenues bust: Its latest earnings report points to an underlying pain point in its business model both challenged and buoyed by AI.
OpenAI, Microsoft bullish on humanoid robots: They’re in talks to invest in startup Figure AI as humanoid robots hit factory floors. Google’s research could bring the tech to maturity.
Google's Q4 in a nutshell: The search giant had strong overall earnings with a slight ad revenue miss, bolstered by cloud success and generative AI innovation.
Microsoft’s big quarter: As the company emerges as an AI frontrunner, it needs to translate these advancements into opportunities to increase its ad revenues.
Google unveils new Bard-powered features for Android: Smartphones are a powerful way to connect users with generative AI. Prioritizing digital privacy is a winning strategy.
Apple could make history at WWDC this year: It’s planning big generative AI announcements that could help it catch up and potentially surpass rivals in key product areas.
Docs should be kept in the loop on genAI investments: Getting input from physicians on which AI models to deploy and for which clinical purposes will help secure buy-in.
Generative AI’s costs, skill gaps, and infrastructural challenges are slowing enterprise adoption. 2024 could see an uptick as AI investments increase.
Instacart’s genAI recipe tools produce unappetizing results: The grocery platform’s rapid rollout of consumer-facing genAI tools may be hampering revenue growth.
Biden invokes Defense Production Act to rein in AI development: It’s the most significant step by the US government on AI regulation to date, but sparse details mean uncertain enforcement.
Microsoft takes more aggressive measures to boost its AI cloud revenue: It’s using its GitHub Copilot platform to entice new cloud customers, leaving AWS and Google to catch up.
Taylor Swift is the latest victim of AI deepfakes: Faked explicit images of the star went viral online, prompting regulators to condemn AI.
GenAI will generate more financial value for banks than any other technology introduced in the last decade. Per a September 2023 McKinsey & Company research, it could hit $200 billion to $340 billion annually through greater productivity.
On today's podcast episode, we discuss how Walmart plans to use AI to enhance the customer shopping experience, Instacart pushing smart carts into in-store retail media, why consumers are dissatisfied with their in-store shopping experience, how best to reduce clothing returns, the rise—and potential fall—of the Marvel Cinematic Universe, and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian and analysts Blake Droesch and Carina Perkins.
In 2027, enterprise spending on generative AI solutions worldwide will reach $151.1 billion, growing nearly eightfold from its total in 2023, according to the International Data Corporation.