
Shopify's second-quarter earnings highlighted how AI search is enhancing its platform by complementing traditional search, driving revenue growth and improving conversion rates. AI agents use structured data to match products with buyer intent, leading to better performance for merchants, and has tripled year-over-year traffic and orders. The company reported a 36% revenue increase to $3.6 billion, outperforming expectations, with AI contributing to both growth and customer engagement.
Microsoft is simplifying Copilot by combining its consumer and business apps, and dropping AI-generated podcasts, Group Chats, Deep Research, and its Mico character.

Nvidia has a plan to make sure its GPUs won't lose value. It wants to convince a new crop of financiers to keep lending for AI buildouts.

The tech giant has considered a nine-figure budget for the payments, according to the WSJ.
