A potential pullback by Microsoft on spending and datacenter construction raises questions about whether the company — one of the frontrunners among Big Tech in AI — is growing cautious about the outlook for demand.
Read More Is Microsoft taking its foot off the AI accelerator?
"The company aims to roll out the features as part of a visionOS 2.4 software upgrade targeted for as early as April."
"Getting Siri right is especially crucial for Apple."
Read More Mark Gurman: Apple may have to postpone the new Siri
2 years ago"Apple’s level of exposure to China is a risk relative to much of the rest of the market" — Northwestern Mutual Wealth Management's Matt Stucky
"The iPhone maker has several teams in China and the US working to adapt its Apple Intelligence platform for the region, aiming for a launch as early as May."
Read More Mark Gurman: Here's how Apple Intelligence will fly in Beijing
"The haters will continue to hate on Apple and that narrative has been around the last five years." — Analyst Daniel Ives
Read More Wedbush sticks with its Street-high $325 Apple target
"Apple AI is still a non-factor in buying decisions, with limited consumer interest." — Analysts John Vinh and Brandon Nispel
Read More KeyBanc is sticking with its $200 Apple price target
"The scaling laws that have observed improvements in model performance as parameters, data and compute are increased have stopped working."
Read More Richard Windsor: AI is getting no closer to its goal
"Hong Kong-listed shares of Alibaba surged on Thursday to hit their highest level since 2022."
Read More Alibaba confirms Apple deal for Chinese AI, shares pop
"As a reminder, Samsung is partnering with Baidu for AI features in China." — Analyst Samik Chatterjee
14 Comments