The intersection of artificial intelligence (AI) and various industries is a rapidly evolving landscape, with significant implications for the future. In this news brief, we'll explore the latest developments in AI, from its impact on the environment to its role in shaping the tech industry.
Adobe's Stock Plunges Amid AI Growth Concerns
Adobe's stock took a hit after the company's full-year forecast came in lower than expected, but analysts remain bullish on AI-driven growth. Jefferies analysts maintained a "buy" rating and $650 price target for the stock, citing AI adoption trends and potential revenue gains. Adobe reported annualized recurring revenue from AI of $125 million at the end of the quarter, with CEO Shantanu Narayen expecting it to double by the end of fiscal 2025.
Why AI Isn't Giving Salesforce a Boost
Salesforce CEO Marc Benioff declared 2025 as the "absolute year of Agentforce," a product launched to help customers automate customer service and other business functions. However, AI isn't giving Salesforce the boost it expected, with some analysts attributing this to the complexity of AI-driven growth.
CTV Ad Buyers Remain Skeptical About Generative AI
Connected TV (CTV) advertisers are hesitant to adopt generative AI, citing concerns about quality control, brand safety, and consumer perception. Ad buyers worry that AI-generated ads may lack warmth and joy, and may not be suitable for premium inventory.
AI Reveals New Insights into Antarctic Ice
Researchers at Stanford University used machine learning to analyze high-resolution remote-sensing data of ice movements in Antarctica, revealing new insights into the flow of Antarctic ice. The study found that the Antarctic ice sheet is anisotropic, meaning it has different physical properties in different directions.
San Jose Luring More AI Tech Startups
San Jose is emerging as a hub for AI tech startups, with 91 venture-backed AI startups launching since the AI boom began. The city is offering $50,000 grants for early-stage AI startup companies, aiming to grow the "AI ecosystem" with highly educated, San Jose-based workforces.
Apple's AI Delays Spark Backlash Among Fans and Analysts
Apple's AI delays have sparked backlash among fans and analysts, with some questioning the company's commitment to AI-driven growth. Apple CEO Tim Cook had promised big AI plans, but many of them have yet to materialize.
Broadcom's CEO on $4B AI Sales, Tariffs, VMware, and Cloud R&D
Broadcom's CEO, Hock Tan, reported a record $14.9 billion in sales during its first quarter 2025, with AI sales hitting $4.1 billion. Tan highlighted the company's booming AI sales, hyperscale cloud customers, and potential impact of tariffs.
OpenAI Urges Trump to Settle AI Copyright Debate
OpenAI is urging President Trump to settle the AI copyright debate by declaring AI training fair use, which would allow AI companies to access training data without restrictions. OpenAI claims that this is crucial to defeating China in the AI race.
Axios Interview: Chris Lehane on OpenAI's Policy Strategy for New Trump Era
Chris Lehane, OpenAI's chief global affairs officer, told Axios that it's time to accelerate AI policy for the Trump era. He said that the policy message has shifted from warning of dangers to projecting confidence about the policies needed to keep growing and beat China in the AI race.
Scope3 Announces New AI Products to Reduce Ad Tech's Growing Carbon Emissions Levels
Scope3 has announced two new AI products to help brands cut down on both financial and environmental waste in the ad tech industry. The products, Agentic Advertising and Brand Standards, use AI to standardize and optimize key transactions and refine brand suitability guidelines.
Key Takeaways
- AI is driving growth in various industries, but its impact on the environment is a growing concern.
- CTV ad buyers remain skeptical about generative AI due to quality control and brand safety concerns.
- San Jose is emerging as a hub for AI tech startups, with 91 venture-backed AI startups launching since the AI boom began.
- Apple's AI delays have sparked backlash among fans and analysts, with some questioning the company's commitment to AI-driven growth.
- Broadcom's AI sales hit $4.1 billion in the first quarter 2025, with the company reporting a record $14.9 billion in sales.
- OpenAI is urging President Trump to settle the AI copyright debate to defeat China in the AI race.
- Scope3 has announced two new AI products to reduce ad tech's growing carbon emissions levels.
- The policy message on AI has shifted from warning of dangers to projecting confidence about the policies needed to keep growing and beat China in the AI race.
Sources
- Adobe's Stock Plunged After Its Outlook Disappointed. Analysts Are Bullish on AI Growth.
- Why AI Isn’t Giving Salesforce a Boost
- Why CTV Ad Buyers Are Still Skeptical About Generative AI
- AI reveals new insights into the flow of Antarctic ice
- San Jose luring more AI tech startups
- Apple's AI delays have some of its most influential fans fuming
- Broadcom’s CEO On $4B AI Sales, Tariffs, VMware And ‘Stepping Up’ Cloud R&D
- OpenAI urges Trump: Either settle AI copyright debate or lose AI race to China
- Axios interview: Chris Lehane on OpenAI's policy strategy for new Trump era
- Scope3 Announces New AI Products To Reduce Ad Tech’s Growing Carbon Emissions Levels