Qualcomm reported revenue of $9.9 billion for the quarter ending in December, a 5 percent increase year-over-year. The company tallied $6.69 billion in sales of handset chips during the three-month period, up 16 percent over the prior year’s $5.7 billion, marking a turnaround after two years of declines. The quarter marked the beginning of shipments of the Snapdragon 8 Gen 3 chip, designed for mobile generative AI, and its adoption by OEMs and manufacturers including Samsung for its new Galaxy S24 lineup. Qualcomm also announced it will continue selling 5G modem chips to Apple. Continue reading Qualcomm Earnings: All-In on XR, Smartphone Chips Rebound

To the appreciation, if not delight, of sports fans, Google is allowing YouTube TV subscribers to exercise more choice in what games to watch in their multiview windows. YouTube TV offers the option of watching up to four different sporting or news events simultaneously on a single screen. However, it doesn’t allow endless free choice, but presents combination options. Users complained and Google responded by serving up more multiview combinations to choose from, but stopped short of generating customizable multiplex streaming feeds for each user. Continue reading YouTube TV Expands NBA League Pass Choices in Multiview

Microsoft profits were up 33 percent year-over-year to $21.9 billion in the quarter ending December 31, its fiscal Q2 for 2024. The quarterly growth was the company’s strongest in more than two years. Executives credited it to excitement about artificial intelligence services and the resulting demand for cloud services including Microsoft Azure. Earlier this month, Microsoft achieved a $2.89 trillion market valuation, overtaking Apple as the world’s most valuable public company, and this week it surged past $3 trillion. Revenue was $62 billion for the quarter, up 18 percent. Continue reading Microsoft Q2 Profits Surge 33 Percent Driven by AI and Cloud

The Browser Company, which last year issued an iPhone web browser called Arc, has now released Arc Search, which combines artificial intelligence functionality. The five-year-old New York-based company is stressing speed and an absence of clutter for its new search experience, which it concedes is still in “the earliest stages.” The main Arc Search feature is the AI-powered “Browse for Me,” which compiles results from at least six different sources into a summarized presentation informed by models from OpenAI and others. Basically, Browse for Me builds a mini webpage instead of just returning links with abstracts. Continue reading Browser Company’s Arc Search Uses AI to Upgrade Browsing

The Federal Trade Commission has opened an investigation into Big Tech’s artificial intelligence arms race. Specifically, the agency has ordered five companies to provide information under what it calls a “6(b) inquiry,” targeting Amazon and Google’s strategic alliance with Anthropic, and Microsoft’s investment in OpenAI. The scrutiny aims “to build a better internal understanding of these relationships and their impact on the competitive landscape.” In other words, the government does not want another free for all, along the lines of social media’s growth, which saw big players acquire startups competing in the space. Continue reading FTC Is Investigating AI Investments by Major Tech Companies

The National Science Foundation (NSF) is launching a pilot program to create the National Artificial Intelligence Research Resource (NAIRR), a shared U.S. AI research infrastructure. The move fulfills part of President Biden’s October executive order on the responsible development of artificial intelligence. Ten other federal agencies have joined the NSF in launching the program, while tech giants Microsoft, Nvidia and Google have already pledged their support, along with more than 20 other private organizations across the industry, academic and non-profit sectors. The idea is to create shared access to information and things like cloud computing resources. Continue reading Big Tech Onboard to Advance President Biden’s NSF AI Pilot

Google has come up with a new approach to high resolution AI video generation with Lumiere. While most GenAI video models output individual high resolution frames at various points in the sequence (called “distant keyframes”), fill in the missing frames with low-res images to create motion (known as “temporal super-resolution,” or TSR), then up-res that connective tissue (“spatial super-resolution,” or SSR) of non-overlapping frames, Lumiere takes what Google calls a “Space-Time U-Net architecture,” which processes all frames at once, “without a cascade of TSR models, allowing us to learn globally coherent motion.” Continue reading Google Takes New Approach to Create Video with Lumiere AI

Google’s multimodal Gemini large language model will offer chat capabilities that help advertisers build and scale Search campaigns within the Google Ads platform using natural language prompts. “We’ve been actively testing Gemini to further enhance our ads solutions, and, we’re pleased to share that Gemini is now powering the conversational experience,” Google said, explaining the functionality is now available in beta to English language advertisers in the U.S., UK and will be rolling out globally to all English language advertisers over the next few weeks, with additional languages offered in the months ahead. Continue reading Conversational Chatbot Optimizes Google Ads, Search Results

Google and Samsung have joined forces to make file sharing between Android devices easier and quicker. The companies have unified Google’s Nearby Share and Samsung’s Quick Share, “bringing the best of our sharing solutions together into a singular cross-Android solution under the Quick Share name,” and introducing the new utility across the entire Android ecosystem. “We’ve integrated the experiences and created the best default, built-in option for peer-to-peer content sharing across all types of devices in the Android and Chromebook ecosystems,” Google said at CES 2024 in Las Vegas. Continue reading CES: Google and Samsung Simplify File Sharing with Android

In a CES 2024 keynote address, Walmart President and CEO Doug McMillon and other key execs from the company offered a look at how the retail giant is putting technologies like drones and augmented reality (AR) as well as generative AI and other artificial intelligence tools to improve the customer shopping experience. Walmart unveiled new products, including a pair of AI-powered platforms for managing search for replenishment of products. In addition, a new AR social commerce platform, now in beta, called “Shop with Friends” was also highlighted. Continue reading CES: Walmart Introduces AI Reorders and ‘Shop with Friends’

A CES session on government AI policy featured an address by Assistant Secretary of Commerce for Communications and Information Alan Davidson (who is also administrator of the National Telecommunications and Information Administration), followed by a discussion of government activities, and finally industry perspective from execs at Google, Microsoft and Xperi. Davidson studied at MIT under nuclear scientist Professor Philip Morrison, who spent the first part of his career developing the atomic bomb and the second half trying to stop its use. That lesson was not lost on Davidson. At NTIA they are working to ensure “that new technologies are developed and deployed in the service of people and in the service of human progress.” Continue reading CES: Panelists Weigh Need for Safe AI That Serves the Public

Amazon is rolling out Matter Casting, which lets customers cast directly from supported streaming apps on iOS and Android to Fire TV and Echo Show 15 devices. Viewers can begin watching a movie or browse for a Prime Video show on their phone, then cast it to a compatible Fire TV or Echo Show screen. Amazon called the CES announcement “an industry-first demonstration of implementing Matter Casting,” referring to the open-source Matter standard protocol for connectivity between smart home and IoT devices. Amazon is a founding member and active contributor to the Matter standard. Continue reading CES: Amazon Offers Casting from Prime Video App to Devices

CTA Senior Manager of Government Affairs John Mitchell led a discussion at CES on the use of blockchain as the basis of a new economic ecosystem. Coinbase Head of U.S. Policy Kara Calvert, FinClusive CEO Amit Sharma, and Paradigm Policy Director Justin Slaughter expressed enthusiasm about the potential for financial inclusion and digital identity as well as frustration over U.S. legislators’ approach to regulation. “Here, blockchain is positioned as a problem to address, not an opportunity to be seized,” suggested Slaughter. Meanwhile, they note, Switzerland, China and other countries are taking the lead. Continue reading CES: Leaders Urge Regulation to Unleash Blockchain’s Power

Lindsey Slaby of brand strategy consultancy Sunday Dinner opened a CES panel discussion on storytelling by noting Google’s phase-out of third-party cookies in 2024. Sophie Bambuck, CMO of outdoor performance clothing and gear company The North Face, admitted that she’s “a little scared.” “But it’s getting me excited about what this means for creative work,” she added. “What this most likely means is that we’re going to have to go back to basics to find ways of engaging so people will want to connect to your brand.” Panelists told tales of innovative ways they related organic stories to connect with customers. Continue reading CES: Crafting Effective Brand Stories in Today’s Marketplace

Audiences are migrating from broadcasting to streaming, and Google just announced its decision to phase out third-party cookies. What’s a marketer to do? At CES, Disney, Pfizer and GroupM marketers discussed how they plan to evolve in a changing landscape. The Walt Disney Company’s Lisa Valentino emphasized the need for interoperability of data across platforms, with the consumer at the center. GroupM debuted its Ad Innovation Accelerator to “strategize and create scalable ad formats that are designed to be ubiquitous across ad-supported streaming environments.” Partners include BrightLine, Disney, KERV, NBCUniversal, Roku, Telly and YouTube. Continue reading CES: Marketers Shift Tactics in Streaming, Post-Cookie World