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Microsoft CEO Satya Nadella speaks during an event at the company’s headquarters in Redmond, Washington, on Feb. 7, 2023.

Chona Kasinger | Bloomberg | Getty Images

Microsoft said Thursday that it’s dispensing with the waiting list it has had in place for the past three months for its revamped Bing search engine, allowing anyone with a Microsoft account to use it. The new Bing, revealed in February, features a chatbot smartened up with the GPT-4 artificial intelligence model from OpenAI that’s similar to the startup’s viral ChatGPT bot.

Google remains the leader in search advertising. Microsoft wants to become a more formidable challenger after introducing Bing in 2009, with help from OpenAI. Microsoft has said that for every percentage point of share it gains in the highly profitable search category, its revenue will increase by $2 billion.

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With its appearance in late November, ChatGPT has sparked a wave of interest in generative AI technologies that create text, images and other content in response to human input. Microsoft provides cloud services for ChatGPT and offers GPT-4 to businesses looking to draw on generative AI.

In addition to augmenting Bing with the GPT-4, Microsoft has announced plans to incorporate the AI model into its Microsoft 365 productivity software and bring out a chatbot for security practitioners, among other products. Google, for its part, is working to add generative AI to its search engine, and it has a language model rivaling GPT-4 that developers have begun using.

“We have really good, positive signal from the time we launched,” Divya Kumar, global head of marketing for search and AI at Microsoft, told CNBC in an interview. Last week, Microsoft CEO Satya Nadella said Bing had crossed 100 million daily active users.

But while Bing has taken share of consumer web searches, it has not won share of search revenue in the nearly three months since Microsoft introduced the new version during a press event on its Redmond, Washington, campus, Bernstein analysts led by Mark Shmulik wrote in a Wednesday note to clients.

“At its heights Bing hit #4 on the US iOS App download rank in early February,” the Bernstein analysts wrote, citing Apptopia data. “Following the launch of the new Bing, Bing’s total app download volume has increased by 4x. However, Bing download momentum declined throughout March and April.” Bernstein has the equivalent of buy ratings on Google parent Alphabet and Microsoft shares.

Now, Microsoft is bulking up Bing with more capabilities in addition to broadening access.

Microsoft is adding a way to get back to previous chat conversations, which ChatGPT has offered for months. It will provide a way to export chats to Microsoft Word documents. It also will start showing images and other media in chat messages when appropriate.

And over time, Bing will add integrations to third-party services such as OpenTable and Wolfram Alpha, enabling people to view and take action on current information when talking with the chatbot. OpenAI announced a similar concept called plug-ins for ChatGPT in March, but those wishing to try them must first join a waiting list.

Kumar said the company will provide more details on how developers can build for the Bing chatbot at its Microsoft Build developer conference, which starts on May 23.

People still must go through Microsoft’s Edge web browser on PCs or the Bing app on mobile devices in order to use the new Bing, including its chatbot. That means Google has yet to allow people to use the Bing chatbot from Google’s dominant Chrome browser. “We’re still early in the journey and were still learning,” Kumar said.

Edge has increased its share of the web browsing market every quarter for the past two years, Yusuf Mehdi, consumer marketing chief, wrote in a blog post. Microsoft includes Edge in its Windows 10 and Windows 11 operating systems, and the default search engine in Edge is Bing.

Microsoft is updating Edge so that when people open a result that appears during a Bing chat, the chat will move to a sidebar in Edge in order to keep the conversation going, Mehdi wrote.

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How quantum could supercharge Google’s AI ambitions

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How quantum could supercharge Google’s AI ambitions

Inside a secretive set of buildings in Santa Barbara, California, scientists at Alphabet are working on one of the company’s most ambitious bets yet. They’re attempting to develop the world’s most advanced quantum computers.

“In the future, quantum and AI, they could really complement each other back and forth,” said Julian Kelly, director of hardware at Google Quantum AI.

Google has been viewed by many as late to the generative AI boom, because OpenAI broke into the mainstream first with ChatGPT in late 2022.

Late last year, Google made clear that it wouldn’t be caught on the backfoot again. The company unveiled a breakthrough quantum computing chip called Willow, which it says can solve a benchmark problem unimaginably faster than what’s possible with a classical computer, and demonstrated that adding more quantum bits to the chip reduced errors exponentially. 

“That’s a milestone for the field,” said John Preskill, director of the Caltech Institute for Quantum Information and Matter. “We’ve been wanting to see that for quite a while.”

Willow may now give Google a chance to take the lead in the next technological era. It also could be a way to turn research into a commercial opportunity, especially as AI hits a data wall. Leading AI models are running out of high-quality data to train on after already scraping much of the data on the internet.

“One of the potential applications that you can think of for a quantum computer is generating new and novel data,” said Kelly. 

He uses the example of AlphaFold, an AI model developed by Google DeepMind that helps scientists study protein structures. Its creators won the 2024 Nobel Prize in Chemistry. 

“[AlphaFold] trains on data that’s informed by quantum mechanics, but that’s actually not that common,” said Kelly. “So a thing that a quantum computer could do is generate data that AI could then be trained on in order to give it a little more information about how quantum mechanics works.” 

Kelly has said that he believes Google is only about five years away from a breakout, practical application that can only be solved on a quantum computer. But for Google to win the next big platform shift, it would have to turn a breakthrough into a business. 

Watch the video to learn more.

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Nintendo Switch 2 retail preorder to begin April 24 following tariff delays

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Nintendo Switch 2 retail preorder to begin April 24 following tariff delays

An attendee wearing a Super Mario costume uses a Nintendo Switch 2 game console while playing a video game during the Nintendo Switch 2 Experience at the ExCeL London international exhibition and convention centre in London, Britain, April 11, 2025. 

Isabel Infantes | Reuters

Nintendo on Friday announced that retail preorder for its Nintendo Switch 2 gaming system will begin on April 24 starting at $449.99.

Preorders for the hotly anticipated console were initially slated for April 9, but Nintendo delayed the date to assess the impact of the far-reaching, aggressive “reciprocal” tariffs that President Donald Trump announced earlier this month.

Most electronics companies, including Nintendo, manufacture their products in Asia. Nintendo’s Switch 1 consoles were made in China and Vietnam, Reuters reported in 2019. Trump has imposed a 145% tariff rate on China and a 10% rate on Vietnam. The latter is down from 46%, after he instituted a 90-day pause to allow for negotiations.

Nintendo said Friday that the Switch 2 will cost $449.99 in the U.S., which is the same price the company first announced on April 2.

“We apologize for the retail pre-order delay, and hope this reduces some of the uncertainty our consumers may be experiencing,” Nintendo said in a statement. “We thank our customers for their patience, and we share their excitement to experience Nintendo Switch 2 starting June 5, 2025.”

The Nintendo Switch 2 and “Mario Kart World bundle will cost $499.99, the digital version “Mario Kart World” will cost $79.99 and the digital version of “Donkey Kong Bananza” will cost $69.99, Nintendo said. All of those prices remain unchanged from the company’s initial announcement.

However, accessories for the Nintendo Switch 2 will “experience price adjustments,” the company said, and other future changes in costs are possible for “any Nintendo product.”

It will cost gamers $10 more to by the dock set, $1 more to buy the controller strap and $5 more to buy most other accessories, for instance.

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Etsy touts ‘shopping domestically’ as Trump tariffs threaten price increases for imports

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Etsy touts 'shopping domestically' as Trump tariffs threaten price increases for imports

An employee walks past a quilt displaying Etsy Inc. signage at the company’s headquarters in the Brooklyn.

Victor J. Blue/Bloomberg via Getty Images

Etsy is trying to make it easier for shoppers to purchase products from local merchants and avoid the extra cost of imports as President Donald Trump’s sweeping tariffs raise concerns about soaring prices.

In a post to Etsy’s website on Thursday, CEO Josh Silverman said the company is “surfacing new ways for buyers to discover businesses in their countries” via shopping pages and by featuring local sellers on its website and app.

“While we continue to nurture and enable cross-border trade on Etsy, we understand that people are increasingly interested in shopping domestically,” Silverman said.

Etsy operates an online marketplace that connects buyers and sellers with mostly artisanal and handcrafted goods. The site, which had 5.6 million active sellers as of the end of December, competes with e-commerce juggernaut Amazon, as well as newer entrants that have ties to China like Temu, Shein and TikTok Shop.

By highlighting local sellers, Etsy could relieve some shoppers from having to pay higher prices induced by President Trump’s widespread tariffs on trade partners. Trump has imposed tariffs on most foreign countries, with China facing a rate of 145%, and other nations facing 10% rates after he instituted a 90-day pause to allow for negotiations. Trump also signed an executive order that will end the de minimis provision, a loophole for low-value shipments often used by online businesses, on May 2.

Temu and Shein have already announced they plan to raise prices late next week in response to the tariffs. Sellers on Amazon’s third-party marketplace, many of whom source their products from China, have said they’re considering raising prices.

Silverman said Etsy has provided guidance for its sellers to help them “run their businesses with as little disruption as possible” in the wake of tariffs and changes to the de minimis exemption.

Before Trump’s “Liberation Day” tariffs took effect, Silverman said on the company’s fourth-quarter earnings call in late February that he expects Etsy to benefit from the tariffs and de minimis restrictions because it “has much less dependence on products coming in from China.”

“We’re doing whatever work we can do to anticipate and prepare for come what may,” Silverman said at the time. “In general, though, I think Etsy will be more resilient than many of our competitors in these situations.”

Still, American shoppers may face higher prices on Etsy as U.S. businesses that source their products or components from China pass some of those costs on to consumers.

Etsy shares are down 17% this year, slightly more than the Nasdaq.

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