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Microsoft is disputing a report that it dialed back growth targets for its AI software business after many sales teams fell short last fiscal year. The Information reported that fewer than 20 percent of salespeople in one US unit hit a 50 percent growth target for Azure Foundry, the company's platform for building AI agents. In another group, the original 100 percent goal was reportedly reduced to 50 percent.

Microsoft told CNBC that it has not changed its overall targets and claimed The Information mixed up growth with quotas. Even so, Microsoft's stock dropped more than two percent at times, suggesting investors are taking concerns about the sector's momentum seriously.

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Google is rolling out Workspace Studio, a tool for building and managing AI agents inside Google Workspace. The platform lets users automate everything from simple tasks to multi-step processes without writing any code. At the core is the Gemini 3 agent model, which can work independently on long-running tasks and use tools along the way. In Workspace Studio, teams can set up workflows, add instructions, and plug in the tools an agent needs. Microsoft, OpenAI, and other companies are working on similar products.

The agents plug directly into Gmail, Drive, and Chat. They can also connect to services like Asana or Salesforce, though that kind of integration is generally discouraged for security reasons. Google says Workspace Studio will roll out to business customers in the coming weeks. For more background on AI agents, there's an AI Pro webinar and a Deep Dive covering the topic.

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Apple's longtime AI chief John Giannandrea is stepping down and will leave the company in spring 2026. Until then, he will stay on as an advisor. Amar Subramanya will take over as the new Vice President of AI, reporting directly to software chief Craig Federighi. Subramanya joins Apple from Microsoft and previously spent 16 years at Google, where he served as the technical lead for the Gemini Assistant.

Subramanya will oversee development of Apple's foundation models and its broader AI research. Other parts of Giannandrea's former portfolio - including AI infrastructure and search - will shift to Sabih Khan and Eddy Cue.

The leadership shake-up comes after major delays to the new Siri rollout and a wave of departures within Apple's AI group. CEO Tim Cook thanked Giannandrea for his work and said the restructuring is meant to speed up development of more personalized AI features.

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Entry-level consulting salaries have remained flat for the second year in a row, according to a new report from Management Consulted. The slowdown affects top firms like McKinsey and the Big Four, as well as smaller boutique consultancies. The report cites weaker demand, productivity gains from AI, and fewer employees leaving the industry as key factors.

Namaan Mian of Management Consulted says firms can now get more done with fewer people thanks to AI, which is putting a lid on salary growth. The findings are based on verified offer data and show that companies are hiring fewer high-cost MBA graduates. In previous years, entry-level pay typically rose by five to ten percent annually. Management Consulted expects salaries for new hires to remain flat even if demand eventually picks back up.

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