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AI & Enterprise

Big Tech stirs on personal AI agents as SaaS-pocalypse wavers

Competition over AI agents is intensifying across the tech industry, with big tech accelerating work on personal AI assistants and platforms to manage enterprise agents. Microsoft has launched Agent 365, while ServiceNow and AWS expanded a partnership on agent governance and development tools. Shares of enterprise software firms have recently recovered amid talk of companies breaking through the “SaaS-pocalypse” narrative. The article also rounds up moves by OpenAI, Anthropic and others.

AI & Enterprise

Anthropic\'s Claude enters Microsoft 365 used by more than 400 million people

Anthropic can now offer its Claude in Microsoft Office in a way similar to Microsoft 365 Copilot. Anthropic said Claude for Excel, PowerPoint and Word has reached general availability, while Outlook has entered public beta. Paid enterprise users of Microsoft 365 exceed 450 million. Microsoft’s Copilot has 20 million paid users as of the latest quarter, a 4.4 percent penetration rate.

AI & Enterprise

Big Tech AI alliances reshuffle as agent payments evolve

OpenAI has revised its partnership agreement with Microsoft, allowing it to offer its models on cloud services beyond Microsoft Azure, with Amazon Web Services moving to provide OpenAI models through its Bedrock platform. Some AWS customers are reported to be unenthusiastic, saying existing Bedrock models are sufficient. Competition is also intensifying over technologies for AI agent payments, including OKX’s Agent Payments Protocol and Stripe’s Link wallet. The article rounds up related moves by global and Korean firms.