Top Companies' AI Moves

Today's Stories

1. 1

   SCREEN and Lasertec both flip to 20%+ revenue growth

   SCREEN and Lasertec both fell to lower revenue and profit in their latest fiscal years, but now forecast revenue growth of over 20% for the current term. SCREEN's operating margin is set to rise from 20.2% to 21.1%, while Lasertec's is set to fall from 45.7% to 43.1%, so their recoveries are taking different shapes.

   The two recoveries hinge on whether AI-related semiconductor investment demand actually reaches the equipment makers, with SCREEN's plan showing profit growing faster than sales and Lasertec's the reverse.

2. 2

   ChatGPT check-in earns scolding: Korean doctor backlash

   A Korean office worker wrote on the community "リメンバー" that he asked ChatGPT about chest tightness and breathing trouble, was told heart or lung issues could not be ruled out, and went to a hospital, where tests found nothing serious. He said the doctor sighed and asked what would happen if patients came just because AI told them to, telling him he should not look at such things because it only causes needless anxiety.

   The online reaction was split — some backed the doctor, saying many patients blindly trust AI or that AI cannot make medical judgments — so the test is whether such clashes push clinics and patients toward clearer rules.

3. 3

   Fortinet buys Virtue AI to boost real-time AI security

   Fortinet acquired Virtue AI, a move aimed at extending its AI security and strengthening real-time protection and control for AI. The deal adds real-time AI protection and control to Fortinet's lineup, a capability the company is now bringing in through acquisition rather than building alone.

   The test is how quickly Virtue AI's technology is folded into Fortinet's existing security products. No price, close date, or integration timeline is stated.

4. 4

   Lowe's AI push wins respect, led by Sravan Vadigepalli

   Lowe's Senior Director of AI Sravan Vadigepalli sat down to explain how the retailer is building in AI, aligning strategy, product and partnerships while bringing a legacy organization along. The writer, a former six-year Home Depot marketer, says what Lowe's is building in AI deserves respect — a shift from rival to rival worth watching.

   The test is whether Lowe's can carry decades of process and infrastructure along rather than ripping it out, as the piece frames the real question as how to get started.

5. 5

   Activists urge moratorium on frontier AI data centers

   Advocates writing for The Progressive called for a halt on new data centers and computing capacity for frontier AI until safety and environmental standards are enforceable. They argue advanced AI has crossed secure boundaries in cybersecurity tests and produced functional viruses that infect bacteria, showing AI lowers barriers to harm.

   The push hinges on whether governments require licenses and independent evaluations for powerful systems. Data-center approvals would need to disclose energy, water, and taxpayer subsidy costs.