Build 2025 Chaos: Walmart Inc. (WMT)'s Powerful AI Tool ‘MyAssistant' Unintentionally Revealed By MSFT
Microsoft Corporation (NASDAQ:MSFT) inadvertently leaked confidential details about its AI integration with Walmart Inc. (NYSE:WMT) during a disrupted security session at Build 2025. In a chaotic moment, MSFT's AI security chief, Neta Haiby, shared an internal Teams chat revealing Walmart's readiness to deploy Microsoft's Entra Web and AI Gateway. The message also flagged WMT's proprietary AI tool, MyAssistant, as 'overly powerful' and in need of guardrails, highlighting security vulnerabilities.
The accidental leak underscored the depth of Microsoft Corporation (NASDAQ:MSFT)'s partnership with one of its largest enterprise clients while revealing critical deployment plans involving Azure OpenAI Service and Walmart Inc. (NYSE:WMT)'s LLM-based tech stack. A Walmart AI engineer noted Microsoft Corporation's clear lead over Google in AI security.
Simultaneously, MSFT faced escalating internal protests. Demonstrators disrupted CEO Satya Nadella's keynote and other panels, accusing MSFT of enabling Israeli military operations via Azure. Protesters from the 'No Azure for Apartheid' group, including recently terminated employees, accused MSFT of complicity in civilian deaths in Gaza, demanding that the company sever ties with Israel.
The backlash intensifies scrutiny over Microsoft Corporation (NASDAQ:MSFT)'s growing military AI footprint. Analysts are watching closely for potential customer fallout, employee unrest, and reputational risks that could derail enterprise trust in its AI ecosystem. WMT is up by over 6.5% since the start of 2025.
While we acknowledge the potential of WMT to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than WMT and that has 100x upside potential, check out our report about this
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