AI Daily: OpenAI touts Amazon alliance in memo

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.

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AMAZON ALLIANCE: OpenAI’s newly appointed revenue chief, Denise Dresser, sent a memo to staffers on Sunday, touting the company’s alliance with Amazon (AMZN) as a key growth driver for its enterprise business, while noting the constraints of its longstanding tie-up with Microsoft (MSFT), CNBC’s Ashley Capoot reports. “Our Microsoft partnership has been foundational to our success. But it has also limited our ability to meet enterprises where they are – for many that’s Bedrock,” Dresser wrote in the memo, which was viewed by CNBC. “Since we announced the partnership at the end of February, inbound demand from our customers for this offering has been frankly staggering.”

SECURITY ISSUE: On Friday, OpenAI announced it identified a security issue involving a third-party developer tool, Axios, that was part of a “widely reported, broader industry incident.” The company stated: “Out of an abundance of caution we are taking steps to protect the process that certifies our macOS applications are legitimate OpenAI apps. We found no evidence that OpenAI user data was accessed, that our systems or intellectual property was compromised, or that our software was altered.”

AI ZUCKERBERG: Meta (META) is developing an AI version of Mark Zuckerberg that can interact with employees in his stead as part of a bigger effort to remake the company around AI, the Financial Times’ Hannah Murphy reports, citing four people familiar with the matter. The company has been building photorealistic, AI-powered characters that users can engage in real time and recently started prioritizing a Zuckerberg character. The move, which is at an early stage, is separate from the project to construct a ‘CEO agent’ to support Zuckerberg in his role.

AWS EUROPEAN SOVEREIGN CLOUD: OpenText (OTEX) announced that it will make a number of its enterprise data and AI solutions available on the AWS (AMZN) European Sovereign Cloud, a new independent cloud for Europe. The company said, “By making its hybrid sovereign cloud offering available via the AWS European Sovereign Cloud, Canada-based OpenText expands its ability to provide a hybrid sovereign cloud in Europe, giving customers the flexibility to leverage the cloud capabilities of AWS while keeping sensitive data and governance firmly anchored within European boundaries.”

BUY TEMPUS AI: TD Securities upgraded Tempus AI (TEM) to Buy from Hold with a price target of $65, down from $70. The shares are down over 50% in the last six months while the company’s fundamentals have strengthened, the analyst tells investors in a research note. TD believes Tempus AI’s Insights business is well positioned to accelerate growth in 2026 and benefit from pharma’s increased demand for AI research and development offerings. In addition, the company’s genomics growth momentum should continue, adds the firm. TD says Tempus AI’s AI risk is overdone in the share price, creating an attractive valuation.