[DigitalToday reporter Chi-gyu Hwang (황치규)] Moves by the industry to shift AI pricing policies to pay-as-you-go models are accelerating. Some observers say this could increase the cost burden for users.

OpenAI has also hinted it could change ChatGPT’s pricing structure. Some expect the unlimited subscription model could disappear. Nick Turley, who leads OpenAI’s ChatGPT, appeared on the Sunday podcast “B2Pod” and said, “In a situation where technology is changing this fast, there is no world in which the pricing structure does not change significantly.”

• OpenAI mulls ChatGPT pricing overhaul...ending unlimited subscriptions and introducing pay-as-you-go?

SAP, the world’s largest business application company, is also pushing to shift to charging enterprise customers based on AI usage. Christian Klein, SAP’s chief executive, said so in a recent interview with Bloomberg.

• SAP pushes to shift to usage-based AI billing model

As supply chains become unstable, AI infrastructure prices are also rising. Following the United States, major cloud companies in China have also moved to raise AI infrastructure costs.

• Global Big Tech races to raise AI infrastructure prices...could rise further amid supply chain instability

Competition among leading AI companies over the enterprise market is also intensifying. Rivals’ attacks targeting Anthropic, which is known to be doing well in the enterprise market, are gaining momentum.

OpenAI is restructuring its strategy around coding and enterprise customers after judging that its “everything at once” approach has diluted focus. It will also nearly double headcount this year to 8,000 from the current 4,500. OpenAI will also hire large numbers of so-called “technical ambassadors” to help enterprise customers use AI tools better. OpenAI will also acquire developer tools startup Astral to strengthen its position in the AI coding market.

French AI startup Mistral also unveiled Forge, a platform for building customized AI models for enterprises. The platform helps companies train AI models from scratch using their own data. xAI, an AI company led by Elon Musk, has moved to secure enterprise customers by sending engineers directly to potential clients’ offices. The goal is to draw customers away from OpenAI and Anthropic.

• OpenAI clears out side projects...focuses capabilities on B2B and coding • OpenAI to double staff this year...major enterprise push against Anthropic • OpenAI acquires developer tools startup Astral...strengthens coding AI Codex • Mistral takes on OpenAI and Anthropic with enterprise AI...supports retraining beyond fine-tuning • Elon Musk’s xAI targets enterprise customers directly...challenges OpenAI and Anthropic

Major AI-related news also poured out at Nvidia’s annual conference GTC2026.

• “From GPUs to factory floors”...Nvidia redefines the manufacturing landscape • [Tech Insight] Nvidia is now an AI infrastructure platform company

It also compiled moves by companies in and outside South Korea around AI.

OpenAI will integrate the ChatGPT app, coding platform Codex and browser Atlas into a single desktop “super app.” It aims to simplify the user experience and strengthen its push for enterprise and developer customers. OpenAI is also ramping up its ChatGPT advertising business. Advertisers participating in early tests are said to have cited a lack of measurement tools and low exposure frequency as issues.

• OpenAI integrates ChatGPT, coding AI and browser...launches desktop super app • OpenAI steps up ChatGPT ad expansion...early reactions are “not sure”

Anthropic introduced Claude Code Channel, a Telegram and Discord integration feature for Claude Code. Developers can use Claude Channel to issue commands directly to Claude Code through messaging apps while on the move.

• Anthropic unveils Claude Code Channel...an “OpenClaw killer”?

Google is integrating Gemini across its cloud-based productivity platform Workspace. The update added various functions, including document summaries, email organization and schedule management. Google is also expanding “Personal Intelligence,” an AI assistant feature, to all users in the United States.

• Google Workspace integrates Gemini...strengthens AI-based work automation • Google expands personalized AI “Personal Intelligence” to all U.S. users

Xiaomi unveiled MiMo-V2-Pro, an AI-based model with 1 trillion parameters. MiMo-V2-Pro draws attention for offering performance close to models from U.S. AI companies such as OpenAI and Anthropic at one-sixth to one-seventh of the cost for usage of 256,000 tokens or less. Alibaba reorganized its AI strategy around AI agents and introduced the “Alibaba Token Hub” business group. It is seen as a signal that Alibaba is shifting its focus to AI model-based digital assistants that consume far more tokens than existing chatbots.

• Xiaomi unveils 1 trillion-parameter AI model MiMo-V2-Pro...value draws attention • Alibaba shifts strategy to AI agents...steps up commerce and logistics integration

Cloud data platform Snowflake is accelerating its expansion beyond data infrastructure into AI services targeting enterprise users. Snowflake introduced Snowflake Intelligence last year for non-developer business users inside companies. It recently released desktop AI assistant “Project Snowwalk” as a research preview.

• Snowflake: AI agent “Project Snowwalk” will change the future of work • Snowflake announces “Snowwalk” project...automates workflows with AI agents

Microsoft is strengthening whiteboard technology by bringing in the team behind the AI-based collaboration platform “Cove.” Web hosting platform WordPress introduced an AI agent. The AI agent can handle writing, editing and publishing on WordPress, as well as managing comments, modifying metadata and organizing tags and categories. AI-based presentation and website creation platform Gamma added a new image generation tool.

• Microsoft brings in AI collaboration platform “Cove” team...boosts whiteboard • WordPress supports automated blog writing and publishing with AI agent • Gamma adds AI image generation tool...challenges Canva and Adobe

ElevenLabs, a startup specializing in AI audio research and development, is working with AIUC (Artificial Intelligence Underwriting Company), a risk assessment firm, to run a comprehensive insurance program for AI voice agents called AI Insurance. Workday launched “Sana for Workday,” an AI-based knowledge search and work automation platform, in the global market.

• ElevenLabs to take responsibility if AI agents cause losses...introduces dedicated “AI insurance” • Workday unveils AI knowledge search and work automation platform “Sana”

Whether AI coding startup Cursor can maintain competitiveness against Anthropic’s fast-growing Claude Code has emerged as an interesting point to watch in the tech industry. A factor threatening Cursor is the rise of Claude Code, the AI coding tool provided by Anthropic.

• Is Cursor dying because of Claude Code?

Industry moves aimed at expanding AI agents are gaining momentum. In particular, AI agent enthusiasm is high in the global payments market. Leading companies have rushed into a protocol race that enables payments to be made directly by AI agents without involving people.

• “AI agent payments” quickly become a battleground...Big Tech and crypto in focus • Visa launches CLI payment tool for AI agents...executes payments in code environments

Competition among leading AI model developers targeting enterprise AI agents is intensifying. In the case of OpenAI and Anthropic, they appear to be setting up joint ventures with private equity firms to provide AI to companies in those firms’ portfolios.

• War of the stars in enterprise AI agents...Palantir emerges as a “dark horse”