Microsoft Launches Copilot Health and Fireworks AI

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.PENTAGON DESIGNATION:Anthropic has sought a stay from a U.S. appeals court after being deemed a supply-chain risk by the Pentagon, pending a review of the case, Reuters. In the filing, Anthropic said this designation would cause "irreparable harm" to the company, with more than 100 enterprise customers reaching out over the designation.FTC CLEARANCE:with the U.S. Federal Trade Commission list Teslaas the acquirer of a stake in SpaceX from Elon Musk, who is CEO of both companies and the documents, dated March 11, also show Musk selling holdings to investors including Valor Equity Partners and DFJ Growth. The Tesla filings are related to its previously announced $2B investment in xAI, which is being rolled over into SpaceX after the recent merger of the AI firm with the space-launch company, people familiar with the matter told Bloomberg's Ed Ludlow and Kiel Porter.COPILOT HEALTH:Microsoftis launching Copilot Health, a separate, secure space within Copilot "where medical intelligence makes sense of your information and delivers personalized health insights that you can act on," the company said. According to Microsoft, "Copilot Health brings together your health records, wearable data, and health history into one place, then applies intelligence to turn them into a coherent story. Where the connection between your broken sleep and the reasons why become visible. Where you stop scrolling symptoms at midnight and start having better informed conversations. We're making Copilot Health available through a careful, phased rollout. Today we're opening a waitlist to join our early community shaping the experience."FIREWORKS AI:Microsoft is announcing the public preview of Fireworks AI on Microsoft Foundry, "bringing high-performance open model inference into Azure," according to the company. This integration reflects Microsoft Foundry's broader direction, namely "providing a single place where developers can not only run open models efficiently but also customize and operationalize them as part of a complete enterprise-ready AI lifecycle." Microsoft explained that, "With Fireworks AI on Foundry, developers can get access to best-in-class inferencing for open models, including optimized deployments for custom weight models. Fireworks AI is a market leader for high performance inference for open models. Its engine already runs at internet scale processing over 13T tokens daily, sustaining about 180 thousand requests per second, and generating over 1,000 tokens per second on large models, substantiated by leading benchmark performance on Artificial Analysis. This performance is now available on Foundry."HIMAX POPS:Shares of Himaxjumped on Thursday following aby Hunterbrook saying the company appears to be manufacturing critical optical components for Nvidia'sAI data center revolution. The report also states that, "Clues indicate it may be supplying Apple'snew smart glasses, too." "At Hunterbrook Media - with the help of Citrini Research - we followed a trail of patents, investments, and supply chain shifts. The upshot: The two customers Himax did not name appear to be the two most powerful technology companies in the world. Nvidia and Apple. And while investors are still apparently pricing Himax like a commoditized component supplier, the company appears to be emerging as a supplier of a critical optical component powering the next generation of AI data centers," the report reads. Based on Hunterbrook Media's reporting, Hunterbrook Capital is long Himax.PARTNERSHIP:Palantirannounced its sovereign AI OS reference architecture with Nvidia, which delivers customers a turnkey AI datacenter from hardware procurement to application deployment. The Palantir AI OS Reference Architecture delivers a complete, production-ready AI infrastructure. It is based on Nvidia Enterprise Reference Architectures, tested to run Palantir's complete software suite. The Sovereign AI architecture allows enterprises total control over their data, AI models and applications.MOVING TO FLOW:Googlestated in a Workspace blog, "On April 30, 2026, the best capabilities from Whisk are moving directly into Flow, Google's unified platform for AI-powered image and video creation. Users with active Whisk accounts will receive an email announcing this change. An in-product notification will guide them through migrating their content to Flow."