
Microsoft is ending Copilot support on smart TVs
THE SO WHAT
Pulling Copilot off LG and Samsung TVs is a quiet admission that not every screen needs an assistant. If you’re planning “AI everywhere” integrations, narrow your bets to surfaces with clear, frequent jobs-to-be-done instead of chasing footprint for its own sake.
READ THE SOURCE
MORE FROM THE WIRE
Applied AITikTok is on the hunt for a huge compute capacity upgrade — so is it replacing Oracle, or just exploring its options?
Planning for up to 4 GW of compute by the early 2030s puts TikTok in the same industrial power class as hyperscalers and chip fabs — this is AI-era media as critical infrastructure. If you depend on Oracle or TikTok’s ad rails, assume long-term US compute and data residency will be negotiated at the geopolitical level, not just via vendor contracts.
Applied AIServiceNow’s stock slides as earnings miss clouds a raised AI outlook
Multi‑million‑dollar AI deals aren’t offsetting broader SaaS skepticism — investors are no longer rewarding AI narrative without clean earnings. If you sell enterprise software, expect more pressure to show AI-driven expansion inside existing accounts rather than counting on AI-branded net-new logos to carry the quarter.
Applied AIMicrosoft Reports Cloud Sales That Beat Estimates
Microsoft’s cloud beat tied to AI investment reinforces that AI workloads are now a primary growth engine for hyperscale cloud, not an add-on. If you’re negotiating with Azure, assume AI services and GPU access will remain bundled levers in broader cloud commits — and budget multi-year, not quarter-to-quarter.
Applied AIGoogle launches Gemini 4 Carbon with a ‘significant leap’ in cybersecurity
A frontier model explicitly marketed on cybersecurity, coding, and agentic tasks — and topping a benchmark like the Artificial Analysis Intelligence Index — is Google saying “use this to run and defend your systems,” not just chat. Security and platform teams should treat Carbon as a candidate co-pilot for both red and blue teaming, and start structured evals against their current AI stack.