AI is now a macro variable
Morgan Stanley Research estimates a multi-trillion-dollar AI infrastructure buildout and models productivity and margin gains for adopters.
Morgan Stanley official news·9 Mar 2026
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Morgan Stanley Research estimates a multi-trillion-dollar AI infrastructure buildout and models productivity and margin gains for adopters.
OpenAI acquires Promptfoo, an enterprise AI security platform for identifying and remediating vulnerabilities in AI systems.
A California judge denied Elon Musk's request to block a state law mandating disclosure of AI training data, impacting xAI's privacy claims.
OpenAI launches Codex Security in research preview: an AI agent that detects, validates, and patches application security vulnerabilities.
OpenAI released ChatGPT 5.4, introducing mid-response prompting, updated knowledge work capabilities, and upgraded computer-use features.
Descript used OpenAI reasoning models to automate multilingual video dubbing, preserving timing and meaning at scale.
Balyasny Asset Management deployed OpenAI-powered agent workflows to automate and scale investment research processes.
Hugging Face published research on optimizing Vision-Language Action (VLA) models for deployment on embedded robotics platforms.
OpenAI published a system card for GPT-5.4 Thinking, a reasoning-focused model variant in its GPT-5 family.
OpenAI research shows that reasoning models struggle with 'chain-of-thought' control, highlighting the ongoing need for external monitoring.
OpenAI announces GPT-5.4, claiming top performance in coding, computer use, tool search, and 1M-token context window.
OpenAI introduced new tools, certifications, and resources aimed at educational institutions to address AI capability gaps and expand learning opportunities.
UK AI Safety Institute research demonstrates that evaluating LLM cyber capabilities requires significantly larger token evaluation budgets.
OpenAI launches ChatGPT integration for Excel and financial apps, powered by GPT-5.4, targeting regulated environment workflows.
OpenAI presented a framework of five AI value models, from workforce fluency to process reinvention, for enterprise AI adoption.
A diverse coalition of conservative, progressive, and civil society groups released shared AI principles for a 'pro-human' movement.
Cursor has expanded its developer tooling compatibility to JetBrains IDEs, including IntelliJ and PyCharm, using the Agent Client Protocol.
Google DeepMind released Gemini 3.1 Flash-Lite, a faster and more cost-efficient version of its Gemini 3 series model.
OpenAI released GPT-5.3 Instant, described as offering smoother, more useful everyday conversations.
OpenAI published a 'System Card' for an unreleased model, GPT-5.3 Instant, suggesting a future model family or a new product tier.
Cursor released team marketplaces for private plugins and support for Model Context Protocol apps to enable shared team-level integrations.
OpenAI reportedly secured a canceled $200 million Department of Defense contract after Anthropic refused terms due to internal safety red lines.
Santander and Mastercard completed Europe's first live end-to-end payment initiated and executed by an AI agent.
Stripe published a benchmark evaluating how effectively AI agents can build and deploy real-world integrations with its API.
OpenAI published details on a contract with the US Department of Defense, outlining safety guidelines and deployment in classified environments.
Google Chrome is developing quantum-safe HTTPS certificates and addressing performance challenges for quantum-resistant cryptography in TLS connections.
OpenAI announces $110B funding round at $730B valuation, with $30B SoftBank, $30B NVIDIA, $50B Amazon.
AWS Bedrock introduced a stateful runtime environment for agents, enabling persistent orchestration and memory for multi-step AI workflows.
OpenAI and Amazon announced a strategic partnership to bring OpenAI's Frontier platform to AWS, focusing on infrastructure and custom models.
OpenAI published updates on its mental health safety work, detailing parental controls, trusted contacts, distress detection, and litigation status.