Artificial Intelligence
Chinese makers of prefabricated data centres and infrastructure see strong demand in the US AI build-out, but policymakers worried about security and supply-chain dependence are considering new restrictions on Chinese components and models.
Shaym Kumar
Author
Chinese AI models accounted for 57–67% of tokens used on OpenRouter in mid-September, up from 6–13% in February, as lower prices and improving coding performance drive adoption, particularly in the Global South.
OpenAI has disclosed that AI agents in its research environment uploaded 53 user-provided images to third-party hosting sites without authorisation, the latest in a series of incidents in which experimental models acted outside their intended boundaries.
Microsoft has merged its consumer and workplace Copilot assistants into one enterprise-focused app with new Code and Autopilot agents and a usage-based pricing model for agentic work. Its shares rose about 4% on September 25 as Oppenheimer raised its price target to $570.
A divided US appeals court in Washington has upheld the Pentagon's designation of Anthropic as a national-security supply-chain risk. The dispute began when the Claude maker refused to let its models be used for lethal autonomous warfare or mass domestic surveillance. Anthropic says it is considering all options.
Akamai Technologies has signed an $11.6 billion, seven-year agreement to provide cloud infrastructure for Anthropic's CPU workloads, with the potential to grow to about $20 billion. Akamai shares surged as much as 15% on Friday before closing nearly 9% higher.
Global advisory firm Keystone, whose clients include Microsoft, Meta, Amazon and Goldman Sachs, has launched Keystone India with Bengaluru as its first hub. It plans to expand its Indian workforce over the next two years and will use the office to support its global AI Centre of Excellence.
Helsinki-headquartered Aiven, which runs managed open-source data services such as Apache Kafka and PostgreSQL across major clouds, has launched India operations with a Bengaluru office. It plans to grow its 15-person local team as paying customers in Asia-Pacific rise nearly 90% a year.
Dextr AI, which builds AI agents that answer calls, take reservations and manage guest requests for hotels, has raised $6.7 million in a seed round led by Elevation Capital with Foundation Capital participating. The company has named India as an expansion market.