Salesforce is under huge pressure. It's the biggest name in a category that Wall Street thinks may get decimated by artificial intelligence.
In response, Salesforce CEO Marc Benioff has gone all in on AI. He has a big project under way codenamed Agent Albert: www.wsj.com/tech/ai/marc...
Have you ever wished you could talk to a doctor late at night to better understand symptoms you were experiencing?
It's that kind of scenario Microsoft aims to tackle with a new service it announced today, named Copilot Health. www.wsj.com/tech/ai/micr...
Amazon has dominated e-commerce because of its low-price ethos. It now has a similar plan for AI development.
The low-cost approach worked for batteries and surge protectors. Why not Amazon Basics for AI?
Our story today on Amazon AI: www.wsj.com/tech/ai/amaz...
This is the week that software investors finally calmed a bit over their AI fears.
www.wsj.com/finance/stoc...
Microsoft is shaking up its Gaming division after struggles in its Xbox unit. Phil Spencer, who has been with the company for 38 years and has led Gaming for the last 12, is leaving the company. www.wsj.com/tech/microso...
I've been thinking about Microsoft's AI strategy and how it's evolved in the 3+ years since ChatGPT came out. As I looked into it, all of my reporting led back to Copilot, the company's pivotal AI chatbot brand.
I found things aren't going great for Copilot. www.wsj.com/tech/ai/micr...
Microsoft had a big earnings beat Wednesday, but those gains were overshadowed by larger than expected spending on data centers and disappointing gaming results from the holiday season. www.wsj.com/tech/ai/micr...
As Microsoft and other large tech companies build out massive data centers for training AI, many local residents have asked: Will my electricity bill go up?
Maybe not. www.wsj.com/tech/ai/trum...
To grow its ad biz in China, Meta has relied on ad agency partners given the power to create special enforcement-protected ad accounts and share them with resellers. The system produces so much fraud that Meta internally calls China its top “scam exporting nation.”
www.reuters.com/investigatio...
NEW: The Treasury Department is preparing to release a corporate tax workaround that would deliver big tax savings to companies including Salesforce and Qualcomm. The change would let companies deduct old R&D investments without triggering the 15% corporate minimum tax. Gift link:
Oracle didn't do much on Wednesday to ease investor concerns about its AI cloud business. www.wsj.com/business/ear...
- As the year progressed, more people asked Copilot about topics like society and history.
Microsoft is spending tons of money to get its consumer chatbot to catch on with users. It's paying influencers like Timothée Chalamet to attract people to Copilot.
- On desktop computers, users relied on Copilot for productivity, while using it as a "conversational partner" on mobile.
- People like talking to chatbots about travel during the day. At night and early morning, they are more likely to bring up religion and philosophy.
- “Health and Fitness” is the top use case. People asked Copilot about wellness tracking, health tips and daily routines. As we've reported, health is a top priority at Microsoft AI. lnkd.in/etnynT2W
🧵 Microsoft this morning published a report analyzing 3.7 million chats on its consumer Copilot app. The findings give an insight into how people are turning to AI for every-day needs. Among the findings:
Microsoft is building out giant data centers among the most advanced in the world as it rushes to meet demand for AI computing power www.wsj.com/tech/ai/insi... via @WSJ
Microsoft AI Chief Executive Mustafa Suleyman offers a look at Microsoft’s plans to develop AI self-sufficiency from OpenAI www.wsj.com/tech/ai/micr... via @WSJ
Microsoft is seeing more demand for its cloud computing and AI services than it can keep up with, a challenge that is supercharging the company’s income www.wsj.com/tech/ai/micr... via @WSJ
NEW: OpenAI’s for-profit arm finalized its conversion into a public-benefit corporation and reached a deal with Microsoft that will see the tech giant take a 27% stake in the AI startup www.wsj.com/tech/ai/open... via @WSJ
NEW: President Trump was ready to send troops into San Francisco. The city’s business leaders needed a way to talk him out of it—and they found it. www.wsj.com/politics/pol... via @WSJ
It also announced other updates to Copilot, including functions that enable easier collaboration between users, can recall past conversations in depth, connects to services on Google and OneDrive and provides voice-enabled tutoring. And it revealed Mico, the voice-enabled AI character.
Microsoft makes our scoop on the partnership with Harvard Health official: www.microsoft.com/en-us/micros...
Our weekend profile of Marc Benioff, who apologized today after starting a firestorm by saying the National Guard should come to San Francisco www.wsj.com/tech/marc-be...
Scoop: Microsoft is working with Harvard Medical School for a Copilot chatbot update, seeks healthcare push and some tech independence from OpenAI: www.wsj.com/tech/ai/micr...
Microsoft’s probe was triggered by a The Guardian article in August that detailed Israel storing millions of phone calls by Palestinians in Gaza on Microsoft cloud services and using the data to surveil citizens there.
