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

Standalone AI App

Meta (META) plans to launch a standalone Meta AI app in Q2 and test a paid subscription service for Meta AI, CNBC's Jonathan Vanian recently reported. According to people familiar with the matter, the Meta AI app marks a major step in CEO Mark Zuckerberg's plan to make his company the leader in AI by the end of the year, ahead of competitors such as OpenAI and Alphabet (GOOGL).

AI Chip Restrictions

Amazon (AMZN) CEO Andy Jassy stated that a proposed Biden-era rule to curb the export of AI chips to nations like Israel and the UAE could have unintended consequences, Bloomberg's Spencer Soper and Caroline Hyde reported. Without changes to the proposed rule, Jassy said, "we're going to basically give up that business and relationships to other countries who can provide those chips."

The executive's comments echoed a Microsoft (MSFT) blog post about the policy on Thursday. The Amazon CEO also said he's encouraged that the Trump administration "cares about what business thinks" and is aware of challenges constricting the development of AI.

OpenAI GPT-4.5

OpenAI is launching GPT-4.5, its newest and largest AI language model. GPT-4.5 will be available as a research preview for ChatGPT Pro users to start, The Verge's Tom Warren and Emma Roth recently reported. OpenAI called the release its "most knowledgeable model yet," but initially warned that GPT-4.5 is not a frontier model and might not perform as well as o1 or o3-mini.

GPT-4.5 will have better writing capabilities, improved world knowledge, and what OpenAI called a "refined personality over previous models." OpenAI said interacting with GPT 4.5 will feel more "natural," adding that the model is better at recognizing patterns and drawing connections, making it ideal for writing, programming, and "solving practical problems."

However, OpenAI noted it won't introduce enough new capabilities to be considered a frontier model, the authors added.

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