AI providers

US companies are increasingly adopting cheaper 'open' AI models rather than relying solely on expensive proprietary systems from major AI providers. The Financial Times reports that businesses see open-weight models as a way to cut costs while retaining more control and flexibility. The trend reflects growing price pressure on enterprise AI spending and improving performance of openly available models.

Anthropic has agreed to a $12 billion deal with Akamai for AI computing capacity, according to a Bloomberg report. The agreement gives the AI company access to large-scale infrastructure to train and run its models, marking a significant expansion of its computing arrangements. The size of the deal and the choice of Akamai as a provider are drawing attention as competition for compute resources intensifies among leading AI developers.

Major political parties are pointing to a breach at OpenAI as evidence that more data centres are needed, arguing stronger domestic computing infrastructure is key to protecting sensitive data and reducing reliance on foreign providers. The claim has drawn attention amid ongoing debate over national security, cloud dependence, and the risks of concentrating AI systems in few hands.

The Wall Street Journal reports, in an exclusive, that a startup is developing AI tools to defend against a potential 'AI pandemic' — a scenario where artificial intelligence systems are used at scale for harm, such as mass disinformation or automated attacks. Details about the company, its funding and its technology were not provided beyond the headline claim.

OpenAI and Anthropic have both cut their API pricing in what is described as an aggressive move to compete with free, open source AI models gaining ground. The price cuts signal mounting pressure on commercial AI providers from cheaper alternatives, and the decision is drawing attention as a sign of intensifying competition in the AI industry.

An analyst argues that leading AI companies that publicly warn about existential risk from artificial intelligence can also use safety commitments as a competitive advantage. By positioning themselves as the safest providers, the giants raise regulatory and reputational barriers that smaller rivals struggle to clear, turning safety messaging into a business moat rather than only a caution.

Nvidia has added LG Electronics to its Partner Network as a preferred cooling provider, aiming to ease the power and heat constraints of large-scale AI data centers. While attention usually falls on Nvidia's GPUs, the company is signaling that thermal management is becoming a critical bottleneck, giving LG a direct path to supply cooling technology for AI infrastructure.

A U.S. appeals court has upheld the government's designation of AI company Anthropic as a supply chain risk, according to a CNBC report. The ruling maintains a decision tied to Pentagon-related concerns over the company's role in federal supply chains. The designation is significant for the AI sector, as it could affect Anthropic's ability to win government contracts and signals heightened scrutiny of major AI providers in national security contexts.

Deputy Prime Minister and Defence Minister Richard Marles says he is confident that highly sensitive Australian government information is protected by top-level security against breaches involving artificial intelligence. His comments address growing concern over whether AI tools could expose classified material, though no specific incident or further detail about the government's safeguards was provided.

Open source artificial intelligence is reshaping the IT services industry, altering how vendors build, price and deliver technology solutions. The shift is prompting discussion about which service providers can adapt their business models as freely available AI models reduce dependence on proprietary software and change client expectations.

The Financial Times reports that AI hyperscalers — the largest cloud and AI infrastructure providers such as Microsoft, Amazon, Google and Meta — are transforming debt markets. Their enormous spending on data centres and computing power is driving new borrowing at historic scale, changing how credit is priced and who dominates corporate bond issuance.

Gorilla Technology says it is targeting $500 million in revenue as its AI GPU deployments across Asia accelerate. The company, which provides AI-driven security and infrastructure solutions, is positioning itself to benefit from surging demand for GPU-powered computing in the region. The revenue target signals confidence in its expansion strategy, though details on timelines and contract backing have not been disclosed.

Tensions are rising in US healthcare over the use of artificial intelligence, with insurance payers and care providers clashing over how AI is deployed. Insurers increasingly use algorithms for claims review and prior authorization, while providers argue the tools delay or deny care and add administrative burdens. Health system leaders are calling for oversight and regulation as both sides race to adopt AI.

A new report highlights that many workers in the UK are spending significant amounts of their own money on generative AI tools to use at their jobs, rather than relying on employer-provided software. The trend suggests employees see AI as essential enough to productivity that they are willing to personally fund subscriptions and services, raising questions about workplace technology policies and who should bear the cost of AI adoption at work.

NVIDIA's GTC conference is in the news as the company's flagship event for announcing new AI chips, software and partnerships. The gathering typically draws developers, investors and cloud providers looking for updates on NVIDIA's GPU roadmap and its role in the artificial intelligence boom, with markets watching closely for product news and guidance.

Univer is an open-source TypeScript project from dream-num that bills itself as an 'Office Harness for AI Agents'. It provides a single runtime combining spreadsheets, documents, slides, canvas, relational tables, and PDF handling. The repository is trending on GitHub, and the framing suggests developers are interested in giving AI agents tools to create and manipulate office-style documents. Beyond the project's own description, there is little discussion in the available evidence explaining what users are saying about it.

Apple is reported to be considering re-entering the server market, a move that would intensify competition among major technology companies in the interconnected server ecosystem. Commentators are weighing what such a return would mean for an industry currently dominated by the likes of Dell, HPE and cloud providers, and how Apple's chip expertise could reshape it.

Retailers are rebuilding their payment infrastructure to serve agentic commerce, where AI agents rather than human shoppers initiate and complete purchases. The shift requires new payment rails that can authenticate machine-driven transactions, handle delegated authority, and manage fraud risks when software acts on a customer's behalf. Industry coverage suggests payments providers and merchants see agent-led buying as the next major e-commerce battleground.

CoreWeave, the GPU-focused cloud provider, is shifting from capitalising on shortages of AI chips to proving it can build a lasting, sustainable cloud business. Commentary centres on whether the company can convert its early advantage in scarce Nvidia GPUs into durable revenue as competition intensifies and chip supply improves. Analysts are watching its contracts, margins and ability to diversify beyond raw computing power.

A Dallas-based startup is drawing attention for taking a different approach to building data centers, even as the broader industry escalates a fierce race to expand capacity driven by AI demand. The company's alternative strategy stands out amid intense competition among tech giants and infrastructure providers racing to build out computing power.

The Lowy Institute argues that artificial intelligence needs reliable trust mechanisms, and that Australia is well placed to provide independent verification of AI systems. The piece suggests Australia could play a role in building international confidence in AI, drawing on its reputation and expertise. The article is generating attention in foreign policy and technology circles.

BrightSpring Health Services is outlining a growth strategy centered on expanding its specialty pharmacy business, pursuing acquisitions, and adopting artificial intelligence across its operations. The company, which provides home and community-based pharmacy and health services, is positioning these three levers as key drivers of expansion, and coverage of the plan is drawing attention from investors tracking the healthcare services and pharmacy sector.

Ellucian, a major provider of higher education software, is presenting new AI tools at the EDUCAUSE conference. The company says its AI was built on a catalog of 10,000 documented college administrative processes, such as enrollment, financial aid and student services workflows. The announcement targets universities looking to automate routine operations, and it lands as higher education institutions weigh how quickly to adopt AI across campus administration.

A new question is circulating in energy and technology circles: whether autonomous AI agents such as Muse could threaten retail electricity businesses. Retail energy providers, which largely compete on billing, customer service and pricing, may be vulnerable if AI agents take over comparison shopping, plan switching and account management for consumers, bypassing traditional retailers and compressing their margins.

South African companies are preparing to bring artificial intelligence systems in-house rather than relying on external providers. The reported shift suggests businesses want more control over data, costs and customisation as AI adoption accelerates. Details on which sectors or firms are involved, and what private deployment would involve, were not provided.

ASI TECH INC. has announced an expansion of its artificial intelligence services alongside a new robotics development roadmap. The company says the plan broadens its AI offerings and lays out upcoming milestones in robotics development. Beyond the company's own announcement, little detail has been provided, and no client names, timelines or financial figures are yet available.