Business
Walmart digital shelf labels add product-finding tools
Walmart is aiming to make it as easy as possible for its customers to find exactly what they want.
The retailer is leveraging three new tools tied to its digital shelf labels for both customers and store associates to better find products. It’s the latest part of the company’s push to modernize its technology and incorporate artificial intelligence into its business.
“We are people-led, tech-powered,” said Greg Cathey, Walmart’s senior vice president of digital transformation. “But the way we look at it is AI as a way to help associates do their job and free up time to allow them to invest in what they love to do most, which is spend more time with customers and their fellow associates.”
The new feature for shoppers, called Shop to Light, allows customers to find specific products on the Walmart app, navigate to the correct aisle in the store and then flash the digital shelf label of the product to locate it. The retailer is now incorporating it widely following a pilot program.
That tool is also paired with Pick to Light and Stock to Light, which use the same capabilities to help store associates pick items for digital orders and stock products. All three features will be rolled out to stores companywide by the holiday season, Cathey said.
“This is a use case that customers have asked us for, associates have asked us for,” Cathey said. “It gives them time back, and I think if you look at a lot of what we’re trying to do, it’s all around convenience and being able to help associates and customers free up that time to invest it where they want.”
The rollout comes as convenience and speed — particularly in the delivery and pickup segments — have become critical pieces of Walmart’s efforts to increase sales. While Walmart’s business has grown steadily, and its e-commerce sales continue to soar, investor concerns about its comparable sales and revenue outlook weighed on its stock after its most recent earnings report in August.
Walmart stores carry roughly 120,000 items. Cathey said it’s a priority for the company to provide that large range of products while making it easier for customers to locate precise items.
While the company does not publicly share any financial aspects of the program, Cathey said the new features at pilot stores allow associates and customers to have more time while shopping and stocking. The Shop to Light feature has already seen 5 million flashes from customers since it began rolling out to limited locations this summer.
He said these new features will be especially important as the retailer heads into the busy holiday season, and the company views them as “a big win” for time savings.
Walmart began using digital shelf labels, as opposed to paper labels, to allow automatic and systemwide price changes to be rolled out at once. The company currently has more than 4,300 stores with digital shelf labels, and expects them to be installed across the chain by the end of the year, according to Walmart.
He added that the label prices are changed overnight, when customers aren’t in the store, and the system has human oversight as well to ensure it has “robust governance” and doesn’t make mistakes. Currently, roughly 90% of the sections within the store have digital shelf labels, he said.
“We don’t look at it as technology for technology’s sake,” Cathey said. “So we always have a human in the loop, and we’re very focused on human judgment and their ability to make decisions.”
Walmart has been investing in its technology to modernize the business on both the consumer-facing side and in internal operations.
It’s rolled out an AI agent to help customers with shopping, automated its supply chain, invested in radio frequency identification tags and set the stage for agentic commerce as it embraces AI. It’s also spent billions on modernizing its store locations.
On Walmart’s most recent earnings call, its CEO, John Furner, said the company is seeing significant returns on its technology strategies, including its investments in AI.
“We believe AI will improve nearly every part of our business by making shopping better, and our associates’ work easier,” he said.
Still, digital shelf labels and the company’s AI push have sparked backlash. They have raised concerns about dynamic pricing and fears that digital labels could lead to price surges or privacy issues with collecting shopping data from customers.
But in an open letter last week, Furner said the company is continuing to “price the product, not the person,” adding the retailer does not plan to use customer information to set prices.
“Your income, shopping history, urgency or what we think you could pay won’t change the price,” Furner wrote.
Cathey, who’s been in his position for nearly a year, said his biggest priority when taking over the role was to focus on accelerating the speed of the technology that Walmart uses while keeping human oversight.
Several state legislatures, including New Jersey, have passed measures to restrict digital shelf labels over pricing concerns. Walmart said it has the feature in all of its stores in New Jersey.
Walmart in a statement called the policy an “overreaction, as digital shelf labels are not a tool for surveillance pricing and are simply a modern way to display prices.”
Walmart has also invested in drone delivery – which has come under similar scrutiny over privacy concerns – to deliver products to customers in as fast as 30 minutes. That delivery option is available in select states, including Texas and Florida.
Ultimately, Cathey said the new digital shelf label features are all part of the company’s bigger goal to ensure that store associates have more time to help meet the individual needs of customers.
And while investors debate whether physical retail or e-commerce is more important to the company’s business, Cathey said the new features show that both go hand in hand.
“It’s not one or the other anymore. It’s both,” he said. “We don’t look at it as a store or an e-commerce fulfillment. They’re actually one and the same.”
Business
Feds get ready to rewrite car headlight rules
One of the regulations that make vehicles in the US different from those in Europe or Japan is our headlight rules. They’re laid out in the Federal Motor Vehicle Safety Standards (FMVSS), and changing them is—or used to be—a lengthy, laborious process, which is a major reason automotive lighting technology has lagged in the US. But the current administration says it’s time for “bolstering driver safety, slashing red tape, and embracing new technologies,” so it’s going to start a negotiated rulemaking process to rewrite the regulations to suit 2026.
“Today’s standards do not allow automakers to deploy the latest safety-improving lighting technologies, so we are bringing key experts and stakeholders together to modernize our standards and address potential causes of glare,” the National Highway Traffic Safety Administration’s Jonathan Morrison said. “This collaborative approach will allow us to update outdated regulations, foster innovation, and keep everyone on our roads safer.”
While it is fair to be skeptical of the government’s efforts to streamline bureaucracy, it is also fair to say US headlight regulations really could use an update.
When Ars started covering cars, automakers like Audi, BMW, Mercedes, Toyota, and Volvo were trying to import adaptive headlight technology. At the time, the FMVSS only allowed for “dumb” high- and low-beams, nothing else. Meanwhile, lighting technology evolved, adopting first lasers and then LEDs with addressable pixels that can block out those that would otherwise illuminate oncoming cars.
In 2013, in response to Toyota’s petition, NHTSA said it would start the rulemaking process. It took another five years before a rule was published for consideration; in the interim, the NHTSA was considering adopting Europe’s rules before deciding that if a car with adaptive beam lights “does not have a long preview of another vehicle, such as in an intersection scenario or when two vehicles are oncoming on a curved road, ADB does not have enough time to react to adapt its beam pattern.”
One key difference is how vehicles are regulated. In Europe, cars are homologated for type approval; manufacturers submit examples to authorities for testing to ensure they conform to the rules, and then the authorities approve the car for sale. In the US, OEMs tell NHTSA their cars comply with the FMVSS, or face sanctions if that turns out to be false later. At the time, NHTSA felt that Europe’s glare tests were too subjective for a self-certification regime and decided instead to write its own.
In 2022, that final rule was ready. Since then, cars with active beam matrix LED headlights have gone on sale in the US; Audi’s big new SUVs are a good example, although they are limited in functionality compared with the same technology fitted to European-spec cars.
Among NHTSA’s goals for an updated FMVSS 108 are harmonizing US standards with their global counterparts, updating the rules for technologies like LEDs, ambient light sensors, automatic high beams, and replaceable light sources, improving test procedures for lenses and optics, understanding how to better aim headlights, and making sure that none of this blinds anyone else on the road with glare.
Business
Tech stocks drop after report that OpenAI’s revenue is lower than expected
Tech stocks dropped on Thursday after a news report that OpenAI’s annualized revenue is about $20 billion less than previously reported.
OpenAI, the maker of ChatGPT, recently told investors that its annualized revenue was nearing $50 billion, according to the Financial Times. That’s lower than the $70 billion figure previously reported by media, including the FT, based on information from investors.
The discrepancy could rattle investors already questioning whether demand for AI will be strong enough to help companies like OpenAI and Anthropic turn a profit and justify the industry’s enormous spending on the AI buildout.
The Nasdaq Composite sank 1.25%, its worst day since mid-August. The S&P 500 fell 0.5%, weighed down by a drop in the tech sector. The indexes had opened lower but declines accelerated after the FT report published midday.
A source familiar with the documents said the $70 billion figure did not come from OpenAI and likely came from a desire by firms to compare OpenAI’s numbers with Anthropic’s, which includes gross revenue from cloud providers. OpenAI’s is based on net revenue.
OpenAI declined to comment.
There was selling across semiconductor chipmakers, cloud providers and other tech companies involved in the AI buildout. Nvidia (NVDA) fell 2.9%, Intel (INTC) fell 5.3% and Oracle (ORCL) fell 5.5%.
The outlook for many tech stocks is based on investors’ conviction that demand for AI will continue to grow. If there are wrinkles in that story, like OpenAI earning less revenue than expected, that could send ripples throughout the supply chain for the AI buildout, said Ross Mayfield, investment strategist at Baird.
“There are going to be tremors throughout all of the related sub-industries,” Mayfield said.
The stakes are higher now because the stock market in recent weeks has been buoyed by gains in tech and AI stocks, while other sectors have struggled under the pressure of rising bond yields.
“This has become a much narrower market that’s dependent on the AI names to keep it afloat,” Mayfield said. “Certainly, this is going to hit that complex in a big way.”
OpenAI CEO Sam Altman announced in September that the company would postpone its initial public offering until at least next year, citing concerns about AI safety.
Business
US freezes Microsoft, Adobe, Infosys green-card applications over alleged fraud
The twin actions mark the broadest strike yet against skilled-worker immigration programs — potentially cutting off a common path to permanent residency for foreign tech workers — while putting some of the country’s top research universities on notice.
Sign up here.
“There has been no company in the United States, unfortunately, that has abused the system more than Microsoft,” Vice President JD Vance said. He said the company laid off 6,000 American workers last year while benefiting from 6,300 H-1B temporary worker visas and nearly 3,000 green cards.
The announcement about the permanent labor certification process — PERM — came hours before Trump was due to give Microsoft CEO Satya Nadella the National Medal of Technology and Innovation. Under PERM, required for most employment-based green cards, employers must show that hiring a foreign worker will not harm US workers’ wages or job opportunities.
Microsoft is the largest filer of PERM applications, according to data from the US labor department.
The company said in a statement that about 80% of the H-1B applications it filed in the last fiscal year were to extend or change the status of current employees, not to hire new workers. In July, the company said it would cut 4,800 jobs, or about 2.1% of its global workforce.
He said these companies had since 2009 sought almost three million foreign workers, and had received over 230,000 H-1B visa approvals and over 100,000 permanent labor certifications.
Amazon.com was the largest employer of approved H-1B beneficiaries in fiscal 2026, followed by Tata Consultancy Services, Infosys, Apple and Microsoft, according to US immigration data.
Vance said the suspensions would last “as long as it needs to,” adding that the administration wants the companies to change how they hire. He said some companies post ineffective job ads, then cite a lack of applicants to justify hiring lower-paid foreign workers.
Microsoft said in its statement that it pays its H-1B employees the same as any other employees doing comparable work.
“The immediate financial impact on major technology companies may be relatively limited at this moment, but the longer-term implications for innovation and competitiveness could be much more significant,” said Ken Mahoney, CEO of Mahoney Asset Management.
Adobe, Cognizant, Infosys, HCL Technologies, Wipro and Capgemini did not immediately respond to requests for comment. Tata Consultancy Services declined to comment.
Nasscom, India’s IT industry body, said Indian tech companies in the US had significantly reduced their reliance on H-1B visas, and relatively few of their workers sought green cards through the PERM process.
CRACKDOWN WIDENS
The suspensions are the latest in a series of steps against skilled-worker programs. In September last year, the Labor Department launched an enforcement drive called “Project Firewall” as a White House proclamation imposed a one-time $100,000 fee on new H-1B petitions for workers hired from abroad.
During President Donald Trump’s second term, companies have faced growing pressure to keep jobs and production in the United States rather than move them overseas.
The action comes despite closer ties between the administration and tech leaders, who are lobbying for lighter AI regulation.
UNIVERSITIES UNDER SCRUTINY
Vance also said nine universities, including Harvard, Yale and Stanford, would be investigated for what the administration called the misuse of exchange-visitor visas to undercut American wages.
The nine schools also include Brown and the Massachusetts Institute of Technology. Labor Inspector General Anthony D’Esposito said subpoenas had already been served.
D’Esposito said investigators would examine whether foreign influence, improper financial relationships or visa abuse were compromising federally funded research.
“It could have an enormous economic impact on the whole US economy,” said Sarah Spreitzer, a vice president at the American Council on Education, which represents college and university presidents. International students historically spent $40 billion a year while in the US, she said.
The probe deepens the administration’s long-running fight with Harvard over foreign students. Last year, the Department of Homeland Security subpoenaed the university over alleged misconduct by international students and its compliance with immigration law. Harvard called that subpoena “unfounded retribution” but said it would comply as far as the law requires.
Adds details, background and analyst quotes throughout
Reporting by Dan Rosenzweig-Ziff, Doina Chiacu in Washington and Prathik Jayaprakash in Bengaluru; Editing by Mark Porter, Sayantani Ghosh and Sanjeev Miglani
Business
Google brings agentic AI to Gemini, starting with businesses
At a Google Cloud event on Thursday, the company announced it’s bringing its Gemini AI into the agentic age, with the launch of a unified agent that can not only answer questions but also get things done on the user’s behalf, all from a single interface.
The move comes as AI tools have been moving beyond being just conversational experiences to those that can take ownership of assigned tasks, generate code, schedule meetings, book appointments and travel, and more. It also follows the rise of consumer-facing agents like Meta’s Muse and those that operate over messaging, like Instinct and others, as well as the recent debut of ChatGPT’s Dots.
The company still has a good shot at achieving scale for its agentic efforts — as Google CEO Sundar Pichai pointed out at the event’s start, Gemini today has over 1 billion monthly active users. He also noted that nearly 90% of Fortune 100 businesses now use Gemini Enterprise at work.
Given Gemini’s adoption in the corporate world, Google will initially focus on bringing the agent to businesses before later rolling it out to consumers.
According to Pichai, this will allow the company to solve the “harder problems around security, scale, and performance,” which come with launching powerful agents such as these.
Thomas Kurian, CEO of Google Cloud, explained that the new agent can be given “objectives, not just instructions.” That means it’s able to plan the work, use custom skills and tools, and connect to businesses’ internal systems to accomplish its goals.
By default, the AI will pick the best model to complete the task, but users can also take over to choose a model — including those from third parties, starting with Anthropic’s Claude models. Google said that it will expand the model picker to include open source models and other private models in the future.
The request can include attachments, like files, folders, or other projects designed for specific workstreams, like those that combine files and skills. The agent can connect to the business’ data and systems, like Google Workspace, Microsoft 365, Slack, Jira, Confluence, Git, BigQuery, Databricks, Postgres, Snowflake, and others.
It can also connect and work securely with any Model Context Protocol (MCP) server inside or outside the company’s network.
Users can keep track of what Gemini is doing from a “tasks inbox” interface, where they can see Gemini’s thinking process, delegation of tasks to subagents, loading of special skills, code, and progress.
Notably, the AI will have its own Workspace account, as if it’s just another co-worker. That means it has its own email address and its own context, Google said. It knows who at the company is on which team, their time zones, who needs to approve items, what’s on people’s calendars, and more. Users can call the agent by tagging it, emailing it, sharing with it, or adding it to a group chat. As it takes action, it writes an audit trail attributed to the agent, instead of a person.
The agent will be accessible from iOS and Android mobile devices, Windows and Mac desktops, the command line interface, Google Workspace, Microsoft 365, ServiceNow, and Slack.
The agent’s early testers included sportswear brand On, Shopify, and PayPal, and noted that Gemini Enterprise customers include large businesses like BNP Paribas, Bradesco, Merck, Orange Spain, Santee Cooper, SOMPO, Ulta Beauty, and Wesfarmers.
Google said new flexible spending options, including multi-model orchestration, smart routing, and real-time spend caps, will help businesses keep their enterprise AI costs under better control.
Business
Nvidia, Oracle, other AI stocks sink on OpenAI revenue report
Shares of Nvidia , Oracle , CoreWeave and other artificial intelligence names sank lower on Thursday after the market learned more details about OpenAI’s revenue.
OpenAI told investors that it hit roughly $50 billion in annualized revenue at the end of September, CNBC confirmed, lower than the the $68 billion figure that was widely reported late last month. A person familiar with the matter said the $68 billion figure included gross revenue from OpenAI’s partners, which helps investors make a more direct comparison with its chief rival, Anthropic .
The Financial Times was first to report the $50 billion figure.
OpenAI shared an update about its finances in an investor presentation, said the person, who asked not to be named in order to discuss the numbers. In addition to the $50 billion in annualized revenue, OpenAI touted 77% total run rate growth during its third quarter, as well as 107% run rate growth for its enterprise business during the same period, the person said.
The company is under pressure to justify its $852 billion valuation to investors as it gears up for what is widely expected to be a blockbuster IPO. OpenAI confidentially filed its prospectus with regulators in June, and executives have signaled that the company is eyeing a 2027 debut.
In the interim, OpenAI is engaging in early stage discussions with investors about a potential new funding round. The company could raise around $30 billion, as CNBC previously reported, but that figure could change. The round is being driven by investor demand and no term sheet has been finalized yet.
-
Sports1 week agoThe Case Keenum game? Veteran QB delivers for Chicago. Bears vs. Eagles takeaways
-
Entertainment6 days ago‘Verity’ Posts $4.5M Previews, ‘Digger’ $1.2M
-
Business2 weeks agoA 46-foot tunnel boring machine grinding 110 feet under a Virginia harbor chewed a mastodon loose from the seabed and pumped it toward land as slurry, and an operator watching the mud for metal spotte
-
Entertainment7 days agoRick Devens Wins In Season 28 Finale
-
Video7 days agoMeta's Muse: Cute AI Agent Or 'AI Trojan Horse'? | BBC News
-
Business5 days agoTesla Cybercab pressure to expand after rocky first month in Austin
-
Business6 days ago
Leaked Anthropic IPO prospectus: The US government could hurt our business
-
Business5 days agoOpenAI safety employee resigns, claiming the company’s ‘culture is broken’
