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

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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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China blacklists major chip research firm TechInsights following report on Huawei

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China blacklists major chip research firm TechInsights following report on Huawei

In this photo illustration a Huawei logo is displayed on a smartphone with a Chinese flag in the background.

Sopa Images | Lightrocket | Getty Images

Beijing has banned semiconductor research firm TechInsights from working with or receiving data from Chinese entities, in a move that could add to the opaqueness of the country’s chip industry. 

China’s Commerce Ministry, citing national security concerns, announced Thursday that TechInsights was designated an “unreliable entity,” which prohibits Chinese individuals or organizations from sharing information with the Canadian-based company. 

TechInsights is well known in the global tech space for its in-depth coverage of Chinese-made chips and was among the first to report breakthroughs by companies like Huawei Technologies.

Beijing’s crackdown on TechInsights came less than a week after the firm revealed that a breakdown of Huawei’s latest artificial intelligence chips found components sourced from outside mainland China.

TechInsights didn’t respond to a request for comment from CNBC outside normal office hours, while Huawei didn’t immediately respond to an inquiry about TechInsights’ report.   

The findings by TechInsights about Huawei’s latest “Ascend” AI chips were consistent with those from other research firms like SemiAnalysis, which said that the Chinese company relies on technology from memory chipmakers like Samsung Electronics and contract chipmaker Taiwan Semiconductor Manufacturing Co (TSMC). 

These companies are under U.S. export controls, restricting them from selling their most advanced technologies to Chinese customers. Moreover, Huawei has been on a U.S. trade blacklist since 2019, barring chip makers that do business with the U.S. from working directly with it. 

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In response, Beijing and its chipmakers have stepped up efforts to build a self-sufficient semiconductor supply chain. 

Huawei, one of China’s leading players in these efforts, has been developing alternatives to U.S. chip giant, Nvidia, though TechInsights’ latest findings may be seen by some as a knock on such efforts. 

Despite its prominence in China’s chip space, few details are disclosed about Huawei’s chipmaking efforts outside of what third-party research firms uncover.

For example, reports have said that Huawei works closely with China’s leading chip foundry SMIC — a competitor of TSMC — though both companies have been silent about any collaboration since Huawei was placed on the U.S. trade blacklist.

Last year, TechInsights reportedly found that a Huawei product contained a chip component from TSMC, triggering questions about the effectiveness of U.S. export controls. The research firm’s latest findings on Huawei’s AI chip could further fuel such concerns.

Analysts say Chinese chip companies have exploited loopholes in U.S. restrictions and drawn on stockpiles of imported chips and components before certain restrictions kicked in.

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Microsoft engineer resigns over cloud business from Israeli military

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Microsoft engineer resigns over cloud business from Israeli military

Demonstrators hold a banner reading “Liberated Zone” during a protest at the Microsoft campus in Redmond, Washington, on Aug. 19, 2025. Microsoft Corp. employees rallied at the company’s Redmond, Washington, headquarters in an effort to ratchet up pressure on the software maker to stop doing business with Israel over its war in Gaza.

David Ryder | Bloomberg | Getty Images

A Microsoft engineer is resigning after 13 years at the software giant, claiming the company continues to sell cloud services to the Israeli military and that executives won’t discuss the war in Gaza.

Scott Sutfin-Glowski, a principal software engineer, informed colleagues at Microsoft on Thursday that this will be his last week at the company.

“I can no longer accept enabling what may be the worst atrocities of our time,” he wrote.

In the letter, he referred to a February Associated Press article that said the Israeli military had at least 635 Microsoft subscriptions, and he claimed the vast majority of them remain active.

Microsoft declined to comment.

Sutfin-Glowski’s announced departure comes a day after President Donald Trump said Israel and Hamas committed to the first phase of a peace plan two years into the latest conflict. The AP reported on Thursday, citing government officials, that the U.S. is sending roughly 200 troops to Israel to help support the ceasefire deal.

The conflict has been a matter of ongoing tension at Microsoft.

For months, employees have protested the company’s cloud business from the Israeli military. Five employees were fired.

In September, Microsoft said it had stopped providing certain services to a division of the Israeli Ministry of Defense, though it didn’t provide specifics. That decision came after Microsoft investigated an August report from The Guardian saying the Israeli Defense Forces’ Unit 8200 had built a system for tracking Palestinians’ phone calls.

Sutfin-Glowski said the company cut off communication systems that allowed employees to bring up their concerns regarding the Israeli military’s use of Microsoft products.

Outside a building at Microsoft headquarters in Redmond, Washington, on Thursday, employees and community members opened up banners calling on the company to drop ties with Israel, according to a statement from No Azure for Apartheid. The group has been asking Microsoft to listen to the more than 1,500 employees who petitioned the company to endorse a ceasefire.

“Today, the ceasefire in Gaza finally takes effect after two years of genocide, but the atrocities, human rights abuses, war crimes, apartheid, and occupation continue,” Sutfin-Glowski wrote.

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Tesla faces U.S. auto safety probe after reports FSD ran red lights, caused collisions

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Tesla faces U.S. auto safety probe after reports FSD ran red lights, caused collisions

The tablet of the new Tesla Model 3.

Matteo Della Torre | Nurphoto | Getty Images

Tesla is facing a federal investigation into possible safety defects with FSD, its partially automated driving system that is also known as Full Self-Driving (Supervised).

Media, vehicle owner and other incident reports to the National Highway Traffic Safety Administration showed that in 44 separate incidents, Tesla drivers using FSD said the system caused them to run a red light, steer into oncoming traffic or commit other traffic safety violations leading to collisions, including some that injured people.

In a notice posted to the agency’s website on Thursday, NHTSA said the investigation concerns “all Tesla vehicles that have been equipped with FSD (Supervised) or FSD (Beta),” which is an estimated 2,882,566 of the company’s electric cars.

Tesla cars, even with FSD engaged, require a human driver ready to brake or steer at any time.

The NHTSA Office of Defects Investigation opened a Preliminary Evaluation to “assess whether there was prior warning or adequate time for the driver to respond to the unexpected behavior” by Tesla’s FSD, or “to safely supervise the automated driving task,” among other things.

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The ODI’s review will also assess “warnings to the driver about the system’s impending behavior; the time given to drivers to respond; the capability of FSD to detect, display to the driver, and respond appropriately to traffic signals; and the capability of FSD to detect and respond to lane markings and wrong-way signage.”

Tesla did not respond to a request for comment on the new federal probe. The company released an updated version of FSD this week, version 14.1, to customers.

For years, Tesla CEO Elon Musk has promised investors that Tesla would someday be able to turn their existing electric vehicles into robotaxis, capable of generating income for owners while they sleep or go on vacation, with a simple software update.

That hasn’t happened yet, and Tesla has since informed owners that future upgrades will require new hardware as well as software releases.

Tesla is testing a Robotaxi-brand ride-hailing service in Texas and elsewhere, but it includes human safety drivers or valets on board who either conduct the drives or manually intervene as needed.

In February this year, Musk and President Donald Trump slashed NHTSA staff as part of a broader effort to reduce the federal workforce, impacting the agency’s ability to investigate vehicle safety and regulate autonomous vehicles, The Washington Post first reported.

Read NHTSA’s Tesla FSD traffic safety violations investigation filings here.

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