AMD CEO Lisa Su says AMD's annual revenue growth will average more than 35% and AI data center revenue growth will average 80% over the next three to five years
Lineup confirms 2026 release for Zen 6, coming with expanded AI features Samantha Subin / CNBC : AMD stock soars 10% on strong growth projections as CEO Su calls AI spending ‘the right gamble’ Kara Gr...
Salesforce expands its OpenAI and Anthropic partnerships to embed their LLMs into Agentforce 360, letting users access Agentforce 360 apps in ChatGPT, and more
Larry Dignan / Constellation Research :
OpenAI unveils the Apps SDK in preview, built on MCP, to let developers build ChatGPT apps, and says that it will begin accepting app submissions later in 2025
Expedia, Spotify, Canva, Zillow, Others Now Available Tech Xplore : OpenAI unveils ChatGPT app integration feature OpenAI : App developer guidelines Zillow MediaRoom : Zillow debuts the only real esta...
Atlassian acquires developer productivity insight platform DX for $1B in cash and restricted stock; DX has 350+ enterprise customers and raised less than $5M
Welcome to Cautious Optimism, a newsletter on tech, business, and power. Supriya Roy / Times of India : Atlassian to acquire engineering intelligence firm DX in $1 bn deal Larry Dignan / Constellation...
Researchers detail a now-fixed flaw in Perplexity's Comet AI browser that let an attacker use an indirect prompt injection to manipulate it into taking actions
Brave and Guardio's security audits call out paid AI browser Victor Tangermann / Futurism : Using an AI Browser Lets Hackers Drain Your Bank Account Just by Showing You a Public Reddit Post Marcus Sch...
The public feed of the Meta AI app is filled with private and sensitive information, suggesting users might not be aware they are sharing their chats publicly
here's how to protect your privacy Samantha Subin / CNBC : Here's how to keep Meta AI from sharing your prompts on Facebook, Instagram Richi Jennings / Security Boulevard : Meta AI is a ‘Privacy Disas...
Docusign unveils AI contract agents, which can analyze agreements and surface issues that usually require human intervention, available by the end of 2025
Larry Dignan / Constellation Research :
Microsoft Copilot adds support for memory, personalization, web-based actions, podcast creation, camera and screen analysis, deep research, and more
As I look back on the incredible impact that Microsoft … Bing Blogs : Introducing Copilot Search in Bing Zo Ahmed / TechSpot : Microsoft's Copilot gains the ability to complete web tasks on your behal...
Palantir reports Q4 revenue up 36% YoY to $828M, vs. $776M est., and US commercial revenue up 64% YoY; PLTR, which soared 340% in 2024, jumps ~20%
Becoming $200 Billion Company Avi Eberstein / Wall Street Pit : Palantir Warns Against DeepSeek AI, Predicts 2025 Revenue Surge Namrata Sen / Benzinga : PLTR Stock Surges Over 17% In Pre-Market After ...
Snowflake reports Q3 revenue up 28% YoY to $942.09M, vs. $898.46M est., and partners with Anthropic to bring Claude 3.5 models to Cortex AI; SNOW jumps 20%+
Larry Dignan / Constellation Research :