Cover Photo Major News from GPT-4o, Microsoft, Copilot+, Nvidia, Kyndryl and Dell

ChatGPT Mobile App Sees Revenue Surge After GPT-4o Launch

Following the May 13th launch of OpenAI’s GPT-4o model, the ChatGPT mobile app experienced its largest revenue spike to date.  Despite GPT-4o’s free availability on the web, mobile users are required to subscribe to ChatGPT Plus, priced at $19.99 per month, to access the new model. Appfigures reports that ChatGPT’s net revenue jumped 22% on launch day and continued to climb, reaching $900,000 on Tuesday, nearly double its daily average.  From May 13th to 17th, the app generated $4.2 million in net revenue across the App Store and Google Play. This surge indicates strong consumer demand for experiencing the latest AI advancements on mobile devices, even at a premium price point.  Apple’s App Store accounted for 81% of the revenue, with the U.S. leading as the top market, contributing $1.8 million.

Microsoft Unveils AI-Powered Windows 11 Features and Copilot+ PCs

At its Build developer conference, Microsoft announced a major push toward making Windows an AI-powered operating system.  The company introduced Copilot+ PCs, a new lineup of Windows machines with dedicated AI chips, starting at $999.  These PCs will feature new AI-powered capabilities like Recall, enabling users to easily find past content. Recall leverages AI to “remember” apps and content accessed weeks or months ago, allowing users to search using natural language.  Microsoft emphasizes user privacy, stating that Recall data remains on-device and is not used for AI training. Additional AI features include Super Resolution for restoring old photos, Cocreator for generating and editing images with AI assistance, and Live Captions with live translations for real-time audio translation in over 40 languages. These capabilities are powered by the Windows Copilot Runtime, a collection of generative AI models working in conjunction with a local semantic index.  This allows AI-powered apps, including third-party apps, to function efficiently without relying on an internet connection.

Kyndryl and Nvidia Join Forces to Accelerate Enterprise AI Adoption

IT infrastructure provider Kyndryl announced a partnership with Nvidia to assist businesses in implementing AI projects.  The collaboration aims to address the challenges companies face in effectively leveraging generative AI for tangible business outcomes. Through this partnership, businesses utilizing Nvidia’s accelerated computing platform can access Kyndryl’s expertise in AI integration.  Kyndryl Bridge, a data-driven business platform, and Kyndryl Consult, a testing and deployment service for generative AI applications, will be key resources for customers. The collaboration combines Nvidia’s AI hardware and software, including its NeMo platform for large language models, with Kyndryl’s expertise in managing and deploying AI projects.  This comprehensive approach aims to provide businesses with the tools and support needed to successfully integrate AI into their operations.

Dell Expands AI Efforts with New Partnerships and On-Premises Focus

Dell announced significant advancements in its generative AI capabilities, focusing on making AI adoption easier and more accessible for businesses.  The company introduced the Dell AI Factory, a new strategy encompassing technologies and services designed to simplify, secure, and economize AI adoption. A key element of the Dell AI Factory is an expanded partnership with Nvidia, building upon their previous collaboration.  The Dell AI Factory with Nvidia integrates hardware and software from both companies to support enterprise generative AI initiatives, particularly in areas like Retrieval Augmented Generation (RAG) and digital assistants. Dell is also strengthening its integrations with Hugging Face and Meta, providing enterprise-grade access to open models and supporting the deployment of Llama 3 models.  The company’s overarching goal is to empower businesses to evaluate and implement generative AI solutions on-premises, offering a viable alternative to cloud-based deployments.