March 14, 2025

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AI Revolution: Microsoft, OpenAI, Google, and Apple Make Major Moves

The world of artificial intelligence (AI) is experiencing a significant shift, with various companies and organizations making moves to adapt to the changing landscape. In this news brief, we'll explore the latest developments in AI, from Microsoft's upgraded AI investment strategy to OpenAI's new Agent SDK and the impact of AI on the financial industry.

Microsoft Corporation (NASDAQ:MSFT) Upgraded to ‘Buy’

Microsoft Corporation (NASDAQ:MSFT) has been upgraded to 'Buy' by DA Davidson, citing the company's rational capex strategy and shift in AI infrastructure investment. The firm has also pointed to Microsoft's move to offload certain capex burdens to partners like CoreWeave, Oracle, and SoftBank.

Palantir Surges Over 7% as Companies Highlight AI Gains at AIPCon 6

Palantir shares have jumped over 7.5% as companies highlighted their AI gains at AIPCon 6. CEO Alex Karp emphasized Palantir's role in helping companies maximize efficiency using its Foundry and Ontology platforms.

Google has published a new policy proposal urging the administration to ease copyright rules on AI training, following a similar request by OpenAI. The company argues that 'fair use' and text-and-data mining exceptions are essential for AI research.

AI Running Out of Juice Despite Microsoft's Hard Squeezing

A recent article highlights the sobering reality check for the AI revolution, with a marked slowdown in AI adoption. The article cites various reasons, including the lack of understanding of how to use AI effectively in business and the failure of AI to deliver tangible business impact.

Cloudflare Drives Analyst Optimism With 'Speedboat' AI Initiatives

Cloudflare has maintained a Buy rating on Cloudflare Inc (NET) and lowered the price target to $161, citing the company's AI edge and strong long-term margin outlook. The company has highlighted sales productivity milestones and details on adopting the pool of funds (PoF) initiative.

AI Boom Fuels Record Sales for Southern Taiwan Science Park in 2024

The Southern Taiwan Science Park (STSP) has reported record-high sales of NT$2.21 trillion (approx. US$67.05 billion) for 2024, rising 39.55% year-over-year, with strong momentum coming from AI-driven demand for semiconductors and other applications.

OpenAI’s Strategic Gambit: The Agent SDK and Why It Changes Everything for Enterprise AI

OpenAI's new API and Agents SDK consolidate a previously fragmented complex ecosystem into a unified, production-ready framework. The release brings several key capabilities into a unified framework, including the Responses API, built-in tools, and an open-source Agents SDK.

Apple Loop: iPhone 17 Pro Leaks, MacBook Air Reviews, How AI Is Damaging Tim Cook’s Apple

Apple has shaken up its portfolio by killing the iPhone SE brand, instead rolling it into the main product line with the more expensive iPhone 16e. The company has also announced a new thermal solution for the next generation of iPhones and highlighted the slight increase in display size for the new iPad Air.

Under Trump, AI Scientists Are Told to Remove ‘Ideological Bias’ From Powerful Models

The National Institute of Standards and Technology (NIST) has issued new instructions to scientists that partner with the US Artificial Intelligence Safety Institute (AISI) that eliminate mention of 'AI safety,' 'responsible AI,' and 'AI fairness' in the skills it expects of members.

Financial Leaders: How AI Transforms Compliance and Risk Management

Financial industry executives believe that companies have little choice but to use artificial intelligence (AI) to navigate today's increasingly complex regulatory environment and faster product development cycles. AI enhances compliance and risk management by improving operational efficiencies and reducing paperwork for both employees and regulators.

Key Takeaways

  • Microsoft's upgraded AI investment strategy has been recognized by DA Davidson, citing the company's rational capex strategy and shift in AI infrastructure investment.
  • OpenAI's new Agent SDK consolidates a previously fragmented complex ecosystem into a unified, production-ready framework.
  • The financial industry is increasingly relying on AI to navigate complex regulatory environments and faster product development cycles.
  • Google has called for looser copyright restrictions on AI training, following a similar request by OpenAI.
  • AI adoption rates are slowing down, with various reasons cited, including the lack of understanding of how to use AI effectively in business and the failure of AI to deliver tangible business impact.
  • Cloudflare has maintained a Buy rating on Cloudflare Inc (NET) and lowered the price target to $161, citing the company's AI edge and strong long-term margin outlook.
  • The Southern Taiwan Science Park (STSP) has reported record-high sales of NT$2.21 trillion (approx. US$67.05 billion) for 2024, rising 39.55% year-over-year, with strong momentum coming from AI-driven demand for semiconductors and other applications.
  • Apple has shaken up its portfolio by killing the iPhone SE brand, instead rolling it into the main product line with the more expensive iPhone 16e.
  • The National Institute of Standards and Technology (NIST) has issued new instructions to scientists that partner with the US Artificial Intelligence Safety Institute (AISI) that eliminate mention of 'AI safety,' 'responsible AI,' and 'AI fairness' in the skills it expects of members.
  • Financial industry executives believe that companies have little choice but to use artificial intelligence (AI) to navigate today's increasingly complex regulatory environment and faster product development cycles.

Sources

Artificial Intelligence AI Investment Microsoft OpenAI Agent SDK AI Adoption