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AI & Enterprise

Open-source AI models rise globally as U.S. companies join in

Open-source AI models are moving from challengers to the mainstream in the global AI industry. Chinese companies such as DeepSeek, Z.ai and Moonshot AI are releasing open-weight models, and U.S. firms are also joining the trend, putting pressure on closed-model leaders OpenAI and Anthropic. Moonshot AI unveiled its Kimi K3 model, while U.S. startup Thinking Machines Lab introduced its first model as open-weight. The shift is also influencing stock markets and corporate strategies.

AI & Enterprise

Anthropic steps up enterprise AX with Ode joint venture, focusing on deployment over models

Anthropic has set up a joint venture, Ode, with Blackstone, Hellman & Friedman and Goldman Sachs to handle enterprise AI adoption and deployment. The move reflects a view that better models alone are not enough to win corporate customers. Ode was conceived by Blackstone and acquired Fractional AI soon after launch, after which Fractional AI ended cooperation with OpenAI. Ode now has 100 engineers working with Anthropic’s applied AI team.

AI & Enterprise

Enterprise edition \'old guy hardware\' boom

As investment in AI infrastructure accelerates, companies specialising in on-premises hardware are posting strong growth alongside cloud expansion. Hardware makers spanning semiconductors, servers, storage and networking are reporting improved results as AI demand rises. Dell Technologies highlights a strategy centred on upgraded on-premises AI infrastructure and solutions optimised for the tokenomics era. Enterprises are also looking at PCs for local inference while major AI and software players expand offerings, partnerships, acquisitions and investments.