September 12, 2025

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Microsoft Copilot Enhances Teamwork, AMD Challenges Nvidia

The artificial intelligence landscape continues its rapid expansion, with significant developments across various sectors. In the retail industry, nearly half of brands now utilize AI weekly, with 97% planning to increase their spending on the technology, though data fragmentation remains a challenge for many. The market for AI training datasets is projected to reach $12.06 billion by 2034, driven by demand for image and text data. Meanwhile, AI-powered trading platforms are experiencing substantial growth, expected to increase by over 20% annually. Microsoft is evolving its Copilot AI tool into a collaborative platform, emphasizing teamwork with AI to improve organizational efficiency and cost savings. Broadcom is integrating AI into its VMware Cloud Foundation, introducing VMware Private AI Services for on-premises AI model deployment, despite ongoing customer concerns about licensing changes. In hardware, Moreh and SGLang are showcasing efficient AI inference systems on AMD hardware, presenting a potential alternative to NVIDIA, which itself faces scrutiny over substantial AI chip sales to China, raising national security concerns. Oklahoma is exploring the use of AI for parolee monitoring, with a pilot program costing approximately $2 million. Experts are also discussing how to navigate careers in the AI era, focusing on skills like creative problem-solving and judgment, as AI continues to reshape job roles and industries.

Key Takeaways

  • Nearly half of retailers use AI weekly, with 97% planning to increase spending, though data fragmentation is a hurdle.
  • The AI training data market is expected to reach $12.06 billion by 2034, with image and text datasets in high demand.
  • AI-powered stock trading platforms are seeing rapid growth, projected to increase by over 20% annually.
  • Microsoft is enhancing Copilot to function as a collaborative 'team sport' for AI-driven teamwork.
  • Broadcom is making its VMware Cloud Foundation AI-native with new Private AI Services for on-premises deployment.
  • Moreh and SGLang are demonstrating efficient AI inference systems on AMD hardware, challenging NVIDIA's dominance.
  • NVIDIA faces scrutiny over significant AI chip sales to China, sparking national security debates.
  • Oklahoma is considering a $2 million pilot program for an AI system to monitor parolees.
  • Skills like creative problem-solving and judgment are highlighted as crucial for thriving in the AI era.
  • The market for AI trading platforms is expected to grow by 20.70% annually.

AI trading platforms see huge growth

The market for AI-powered stock trading platforms is growing fast, expected to increase by 20.70% annually until 2032. These platforms use AI to analyze data and help traders make better decisions. Factors like more trading activity and acceptance of AI in finance are driving this growth. As AI tools become more advanced, they are expected to significantly change how people trade stocks.

AI training data market to reach $12 billion by 2034

The market for AI training datasets is expected to grow significantly, reaching $12.06 billion by 2034 with a 14.6% annual growth rate. These datasets are crucial for training AI systems across various industries like finance, automotive, and healthcare. Image and text datasets are currently the most in-demand. While challenges like data costs exist, companies are investing in better data quality and ethical sourcing to meet the growing need for AI development.

Moreh and SGLang show efficient AI system on AMD hardware

Moreh and SGLang have partnered to demonstrate a highly efficient distributed inference system using AMD hardware at the AI Infra Summit 2025. Their system reportedly performs better than NVIDIA's in optimizing deep learning models. The collaboration also includes Tenstorrent hardware, offering cost-effective alternatives to NVIDIA. This partnership aims to expand their reach in the growing deep learning inference market, providing diverse AI computing options.

Oklahoma may use AI to monitor parolees

Oklahoma is considering a new AI-powered system from Global Accountability to monitor parolees using fingerprint and facial scans. This technology could also help prevent food stamp fraud and track caregivers. A pilot program for 300 parolees would cost about $2 million for one year. The system uses biometrics and location tracking to alert officers to potential issues, aiming to reduce officer workload and improve efficiency.

Nvidia faces scrutiny over AI chip sales to China

Nvidia is facing criticism in Washington for its significant AI chip sales to China, with potential earnings of $50 billion. Lawmakers and national security experts worry these advanced chips could be used by China against U.S. interests. Nvidia is lobbying against new restrictions that would prioritize U.S. access to the technology. The debate highlights the conflict between corporate profits and national security in the rapidly advancing field of AI.

Listeners discuss AI-proof jobs and crime lab fixes

This episode of The Indicator from Planet Money features listener mail discussing topics like which jobs are most resistant to AI and potential solutions for improving crime labs. The show explores listener questions and ideas, offering insights into current economic and societal issues. It provides a platform for audience engagement on timely subjects.

Nearly half of retailers now use AI weekly

Artificial intelligence is becoming a standard tool in retail, with almost half of brands using it weekly. Retailers are embedding AI into daily operations for customer service, personalization, and forecasting, with 97% planning to increase AI spending. While AI offers benefits like improved customer loyalty, many retailers still struggle with fragmented data. Those with customer data platforms are leading the way in AI adoption.

Broadcom integrates AI into VMware Cloud Foundation

Broadcom announced its VMware Cloud Foundation platform is now AI-native, aiming to help users deploy AI models within their existing environments. The new VMware Private AI Services will include tools for building and running AI on-premises. This move comes amid customer concerns about VMware's licensing changes since Broadcom acquired it. While Broadcom is adding AI features, the company's long-term revenue is still expected to rely on existing complex VMware deployments.

Microsoft Copilot to become a 'team sport' with new features

Microsoft plans to enhance collaboration with its AI tool, Copilot, making it a 'team sport' where people work together with AI. This expansion aims to foster multiplayer AI collaboration, similar to how Microsoft Teams grew. AI is also blurring job roles, allowing individuals to handle tasks across different specialties. While individual AI value can be hard to quantify, organizations see significant ROI through process improvements and cost savings.

Lecture series explores thriving in the AI era

The Convergence lecture series will feature Carnegie Mellon professor Po-Shen Loh discussing 'How to Thrive in the Age of AI' on September 20. Loh will explain how skills like creative problem-solving, judgment, and communication become more valuable as automation increases. The free event, open to the public, will offer practical advice for careers in an automated future. The series aims to explore mathematical thinking and its real-world applications.

Sources

AI trading platforms AI training data AI system AMD hardware Nvidia AI chip sales AI-proof jobs AI in retail AI adoption VMware Cloud Foundation AI-native Microsoft Copilot AI collaboration AI era automation