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AI & Enterprise

\"2026 is the first year of AI agents... Four priorities needed to move beyond testing to deployment\"

Rahul Pathak of Amazon Web Services said 2026 is the year of AI agents and that data is the biggest differentiator. He set out four priorities drawn from more than 1,000 conversations with customers and partners: clear goals, data, guardrails and execution speed. He cited partners building agentic AI platforms on Amazon Bedrock and AgentCore, reporting productivity gains of 50 to 85 percent and 4 times ROI. AWS and AWS Korea also outlined their agentic AI stack and 2026 partner strategy.

Industry

Nvidia rivals emerge as AI chip dominance war heats up

Nvidia remains the dominant player in the artificial intelligence chip market, but a growing number of challengers are emerging from Big Tech, startups and established semiconductor companies. Business Insider reported that Google, Amazon, Microsoft and Meta are expanding in-house chip efforts and related partnerships. Startups such as Groq, Cerebras, SambaNova and Tenstorrent are gaining visibility through investment and cooperation. China, led by Huawei, is also pushing self-reliance, while AMD, Intel and Broadcom are stepping up competition.

AI & Enterprise

Coding AI all-out battle as inference-focused AI chip shake-up accelerates

Competition among major players in coding AI is intensifying, with Anthropic’s Claude Code reaching an annualised revenue run rate of $2.5 billion and OpenAI accelerating coding-focused moves. Elon Musk’s xAI is rebuilding to sharpen its coding push. Coding AI startups are also raising funds, including Cursor and Replit, while Lovable posted $100 million in February revenue. Big tech firms are stepping up rivalry around AI inference chips, alongside a range of other AI-related corporate moves.