① Adobe has released a bunch of new AI features and also announced a partnership with Microsoft, but it still hasn't solved Sora's threat; ② Google's new move once again reminds the market that the mid-year Qualcomm AI PC launch wave is coming soon.
Financial Services Association, March 27 (Editor Shi Zhengcheng) On Tuesday local time, the AI industry ushered in another moment of staggering rivalry between giants. The release of a series of new products and new collaborations is also continuously adding bricks and tiles to the next step in industrial innovation.
Adobe Summit: Microsoft becomes a bright spot, and Wensheng's video features are still lacking
Tuesday local time,$Adobe (ADBE.US)$The Adobe Summit, known as “the world's largest digital experience conference,” was held in Las Vegas.
As expected, Adobe announced the launch of a series of AI software and feature updates, including Adobe GenStudio for marketing teams, to enable sales staff to complete AIGC for content and logos, manage brand assets, track campaign performance, and simplify workflows in one stop. There's also a new Adobe experience platform AI assistant that can organize and summarize data, workflow, and improve productivity through natural language chat.
Of course, the “Firefly” (Firefly) Wensheng Chart feature, which shareholders are relatively more familiar with, is also essential. On Tuesday, Adobe also addressed a common pain point in the industry: the generation results of AIGC works were inconsistent. Therefore, “Firefly” has added a new function called “structural reference”, which enables users to better adjust the generated images by providing reference images to match or iteratively generate images. At the same time, users can also train Firefly through their own images and design assets, making the generated content more in line with brand rules.
Among the bunch of announcements, the ones that have received the most attention from the capital market are of course Adobe and$Microsoft (MSFT.US)$cooperation. Specifically, Microsoft will integrate a series of marketing analysis and workflow AI features of Adobe Experience Cloud in Microsoft 365 and Copilot.
Although it wasn't originally planned, the failure to come up with a “Wensheng Video” application that can compete with the OpenAI Sora model is still a hidden concern for Adobe, which is a benchmark in the creative industry. As an AI concept stock, Adobe has also enjoyed the highlight of doubling its stock price in the past year, but since Sora was released in mid-February, the company's stock price has dropped from 600 US dollars to 500 US dollars.
Google launches Snapdragon chip “special browser” for the first time
After Qualcomm released the Arm-based Snapdragon X Elite chip last year, the capital market generally expected 2024 to be the first year of “AI PCs.” As it turns out, software vendors are also looking very high on this.
$Alphabet-C (GOOG.US)$,$Qualcomm (QCOM.US)$It was announced on Tuesday that in order to welcome the launch of Snapdragon X Elite chip devices in the middle of the year, Google's groundbreaking first “Chrome browser optimized for Qualcomm's ARM architecture platform” was launched.
Google said that this browser optimized specifically for Qualcomm chips will provide a smoother web browsing experience. At the same time, based on the latest benchmarks, the upcoming Snapdragon X Elite platform will bring greater improvements to the Chrome platform.
Qualcomm President and CEO Amon also followed the trend and said, “Starting in mid-2024, the new version of Google Chrome will help solidify Qualcomm's Snapdragon X Elite as the preferred computing platform for Windows.”
Editor/Somer