Photo by Steve Johnson on Unsplash

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this short recap.

Alliance Shifts

Recent forecasts from OpenAI seemed to show the beginning of a dramatic shift in its alliances from its largest shareholder, Microsoft (MSFT), to SoftBank (SFTBY), The Information's Cory Weinberg, Jon Victor, and Anissa Gardizy reported. According to the report. SoftBank will provide OpenAI roughly $30 billion in the coming months.

Together AI

Startup Together AI, which provides users access to artificial intelligence computing, raised $305 million from investors in a deal led by General Catalyst, bringing the valuation of the company to $3.3 billion — a signal that corporate demand for AI is still strong, Bloomberg's Paayal Zaveri recently reported.

Saudi Arabia's Prosperity7 Ventures co-led the round, which also included Salesforce Ventures, Nvidia (NVDA), Kleiner Perkins, Emergence Capital, Lux Capital, Coatue Management, and other investors. Together AI's platform allows developers to access open source AI models and the compute power necessary to build AI applications.

ChatGPT

OpenAI COO Brad Lightcap said the startup hit 400 million weekly active users in February 2025, up 33% from 300 million in December 2024, and 2 million paying enterprise customers. In a post on X, the platform formerly known as Twitter, Lightcap stated the following:

"Chatgpt recently crossed 400M WAU, we feel very fortunate to serve 5% of the world every week 2M+ business users now use chatgpt at work, and reasoning model API use is up 5x since o3 mini launch we'll bring GPT-4.5 and GPT-5 to chat and the API soon, with unlimited GPT-5 for free users (plus and users can run at even higher intelligence) GPT-5 will unify our GPT and o-series models into a single powerful model -- we think even low-taste testers will love it more agent capabilities coming this year as well, and a few other things."

DeepSeek

Tuya Smart Inc. (TUYA) announced the integration of its AIoT platform with AI models including DeepSeek. The company said, "By leveraging advanced technologies like natural language processing and multimodel scene perception," Tuya is driving the transformation of smart devices into "active intelligence," paving the way for AI applications to reach their full potential.

Additionally, Huize Holding (HUIZ) announced the integration of DeepSeek into its Huize App. The company stated the following:

"With this integration, the Huize App now delivers real-time, AI-powered insurance consultations and personalized, data-driven recommendations for its growing customer base. The system's natural language processing capabilities enable 300% greater efficiency in its recommendations with a 91% accuracy rate in product matching. Unlike traditional services limited by business hours, the platform offers instant, 24/7 responses, ensuring users have access to guidance whenever they need it. Consumers can also create a customized virtual advisor that adapts to their evolving needs over time, providing a seamless, stress-free insurance journey free from jargon or sales pressure."

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