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Telecommunications & Media

KT steps up enterprise AX push as CEO Park Yoon-young sets direction

KT is making its management direction clearer more than 100 days after Park Yoon-young took office as chief executive, putting an “AX platform company” focused on supporting corporate customers’ AI transformation at the center. KT has announced investment plans for information security, IT innovation, next-generation networks, AI data centres and subsea cables, and is pitching a “token factory” business. It is also positioning its in-house AI model for enterprise use and widening cooperation with global and domestic AI firms.

AI & Enterprise

OpenAI, Anthropic step up hiring from Salesforce as enterprise software talent war intensifies

OpenAI and Anthropic are hiring key talent from the enterprise software industry, including alumni of Salesforce, as AI competition spreads from products to the labour market. OpenAI has recruited executives and staff focused on enterprise sales and customer support, and is also hiring Palantir’s forward-deployed engineers. OpenAI said enterprise customers could account for up to 40 percent of its business and may rise to 50 percent by year-end.

AI & Enterprise

S&P 500 AI-related stocks near 45 percent weight as megacap tech concentration raises warning sign

The weighting of artificial intelligence-related stocks in the S&P 500 has expanded to about 45 percent of market capitalisation, raising concerns that concentration in a handful of megacap technology stocks is becoming a key risk for U.S. equities. AI-linked companies already account for more than 40 percent of the index’s value. Analysts cite rising AI infrastructure spending, widening performance gaps and weaker diversification. Some warn that even a modest correction could trigger index deleveraging.