AI Daily: Apple considers adding AI Search to browser

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly:\

AI SEARCH: Shares of Alphabet (GOOGL) were under pressure on Wednesday after an Apple (AAPL) executive said (MSFT)-backed OpenAI, Perplexity AI and Anthropic PBC, will eventually replace standard search engines like Google. He said he believes Apple will add those players as options in Safari in the future.
With that said, the executive still believes Google should remain the default in Safari, saying that he has lost sleep over the possibility of losing the revenue share from their agreement, the authors write.

AI MAX FOR SEARCH CAMPAIGNS: Google is introducing AI Max for Search campaigns, a comprehensive suite of targeting and creative enhancements that brings the best of Google AI to help you take your Search campaigns to the next level, according to the company. In a blog post, Google said that, “AI is unleashing the full potential of Google Search by enabling it to become more exploratory and multimodal. It’s transforming into an even more helpful engine for discovery and decision-making, with AI-powered responses in AI Overviews and the ability to search what you see with Google Lens. As Google Search makes finding what you need even more effortless, opportunities to grow your business expand. We’re moving beyond simply matching to users’ queries – even on the most nuanced and complex questions – to predicting what they might need next. This ability to capture richer signals of intent means we can also deliver relevant ads in new moments and contexts that didn’t exist before.To help you maximize performance now, and get your campaigns ready for the ever-evolving Search experiences of tomorrow, it’s key to adopt the latest AI-powered ads solutions. That’s why we’re introducing a new, one-click feature suite – AI Max for Search campaigns. Rolling out to all advertisers globally in beta starting later this month, this suite of targeting and creative enhancements brings the best of Google AI to your Search campaigns. You can power up your performance by expanding your reach into new queries that you weren’t accessing before – all while getting the granular controls and reporting transparency you need. The data already shows that advertisers that activate AI Max in Search campaigns will typically see 14% more conversions or conversion value at a similar CPA/ROAS. For campaigns that are still mostly using exact and phrase keywords, the typical uplift is even higher at 27%.”

CLOUD PROVIDER FOR AI: PepsiCo (PEP) announced a strategic, multi-year agreement with Amazon Web Services, or AWS, an Amazon.com (AMZN) company. By leveraging AWS’s infrastructure and services, PepsiCo aims to drive faster AI innovation, transform its supply chain and go-to-market strategies, and create deeper, more personalized experiences with consumers. The partnership spans PepsiCo’s global organization and lines of business. AWS, including its Professional Services team, is working with PepsiCo on a wide range of initiatives, including cloud migration and IT modernization, generative AI, driving greater consumer connection, and transforming global operations.

INTELLIGENT AI AGENTS: At ServiceNow’s (NOW) annual customer and partner event, Knowledge 2025, ServiceNow and Nvidia (NVDA) announced an expansion of their partnership to “fuel a new class of intelligent AI agents across the enterprise.” ServiceNow stated: “This includes the debut of a new high-performance ServiceNow reasoning model, Apriel Nemotron 15B-developed in partnership with NVIDIA-that evaluates relationships, applies rules, and weighs goals to reach conclusions or make decisions. The open-source LLM is post-trained with NVIDIA and ServiceNow-provided data, helping deliver lower latency, lower inference costs, and faster agentic AI. The companies also unveiled plans to bring accelerated data processing to ServiceNow Workflow Data Fabric with the integration of select NVIDIA NeMo microservices, driving a closed-loop data flywheel process that enhances model accuracy and personalized user experiences. The Apriel Nemotron 15B reasoning model represents a significant step forward in developing compact, enterprise-grade LLMs purpose-built for real-time workflow execution.”