[DigitalToday reporter Chi-gyu Hwang (황치규)] Competition in the tech industry over AI agents is intensifying. After OpenClaw, an open-source AI agent tool, drew attention early this year, big tech companies accelerated moves toward similar AI agents. Meta is developing a personalised AI assistant that handles users' everyday tasks. Google is developing a Gemini-based personal agent to support work, study and daily life.

Meta is developing a personal AI agent called Hatch similar to OpenClaw and is also targeting a shopping agent. Competition to develop personal AI agents is starting in earnest, with Google and Meta joining in.

Competition is also intensifying over integrated management platforms for enterprise AI agents.

Microsoft has officially launched Agent 365, a platform that integrates and manages AI agents in corporate environments. It includes agents that run in Microsoft Copilot, Teams and Microsoft 365, as well as agents from external partners. ServiceNow and Amazon Web Services expanded their partnership to include integrated AI agent governance and native development tools. ServiceNow is expanding integration with AWS and appears to be positioning itself as an AI agent governance platform spanning multiple platforms.

Microsoft has officially launched Agent 365 to manage third-party agents in an integrated way. ServiceNow and AWS strengthened links between an AI control tower and AgentCore to support multi-agent integration.

As AI such as OpenAI and Anthropic spreads, shares of enterprise software companies that had been falling have recently recovered. Some companies are also being assessed as having broken through the so-called “SaaS-pocalypse” narrative that demand for SaaS would decline because AI can build SaaS software directly.

Enterprise software shares are rising, raising the question of whether they can break through the SaaS-pocalypse. The “SaaS big three” posted earnings surprises that appeared to brush aside SaaS-pocalypse concerns. Datadog and Twilio are emerging as software companies benefiting from AI.

The article also summarises moves by companies in and outside South Korea around AI.

OpenAI replaced ChatGPT’s default model with the newly unveiled GPT-5.5 Instant from GPT-5.3 Instant. OpenAI explained the new model reduces hallucinations in sensitive areas such as law, healthcare and finance while maintaining the low latency of the previous model. OpenAI also added 3 new voice models to its API with real-time conversation, translation and transcription functions. OpenAI said, “The models we are releasing this time are evolving real-time audio beyond simple Q&A into a voice interface that can listen, reason, translate, transcribe and act as a conversation unfolds.” OpenAI will expand its ChatGPT advertising pilot to 5 countries including South Korea within weeks.

OpenAI unveiled GPT-5.5 Instant to provide personalised answers using past conversations and Gmail. OpenAI added 3 real-time translation, transcription and conversational voice models to its API. OpenAI will expand the ChatGPT advertising pilot to South Korea within weeks.

Anthropic can now offer Claude within Microsoft Office, like Microsoft 365 Copilot. Claude for Excel, PowerPoint and Word has reached general availability, and Outlook has entered public beta. Perplexity opened its local AI agent, Personal Computer, to all Mac users. Adobe is introducing an agentic AI solution for marketers called CX Enterprise Coworker for companies. Global HR and payroll platform Deel launched an AI agent platform for practitioners called Akai by Deel.

Anthropic’s Claude is entering Microsoft 365, used by more than 400 million people. Perplexity opened Personal Computer to all Mac users. Adobe unveiled CX Enterprise Coworker, an agentic AI aimed at marketers. HR platform Deel launched its AI agent platform Akai.

LG CNS unveiled PhysicalWorks, a robotics transformation (RX) platform brand that integrates robot training and operations. LG CNS CEO Shin-kyun Hyun (현신균) said, “We will create a new standard for commercialising physical AI by integrating full-stack capabilities from robot training to deployment and operations,” and added, “Ultimately, we will realise a robot-centred autonomous operations system.” Physical AI company RLWRLD unveiled RLDX-1, a self-developed Robotics Foundation Model (RFM).

LG CNS unveiled its RX platform PhysicalWorks, saying it will build a system in which robots work. RLWRLD unveiled its robotics foundation model RLDX-1.

SAP is acquiring AI research lab Prior Labs and data lakehouse platform Dremio at the same time. SAP plans to acquire Prior Labs and invest more than 1 billion euros over the next 4 years to foster it into a global AI research lab in the field of structured business data.

SAP is acquiring Prior Labs and Dremio at the same time, saying that for structured data prediction, TFM is the answer rather than LLM.

Airbnb disclosed its AI usage on its first-quarter earnings conference call and said 60 percent of the code written by engineers was generated by AI. Spotify launched a beta feature that lets users save and listen in the app to personalised podcasts generated by an AI agent.

Airbnb’s CEO said there is still no AI suited to e-commerce, citing 4 problems with chatbot approaches. Spotify added a feature to listen to AI-generated personal audio that cannot be shared with other users.

Chinese AI model development startup Moonshot AI raised $2 billion in funding at a company valuation of $20 billion.

China’s Moonshot AI raised $2 billion at a $20 billion valuation.

Douzone Bizon signed a memorandum of understanding with global AI coding platform company Replit and will pursue cooperation on AI development based on vibe coding. Generative AI solution specialist Zenon introduced a beta service for its AI agent portal, GenA, which allows various AI agents to be used through a single interface. Upstage is making a full entry into the AI portal business by acquiring AXZ, the operator of portal Daum, from Kakao.

Douzone Bizon signed an MOU with Replit on vibe coding cooperation. Zenon opened a beta of its AI agent portal GenA, expanding its territory to B2C. Upstage completed its acquisition of Daum operator AXZ to shift to an AI portal.

Nvidia is sharply expanding investment across the overall AI infrastructure supply chain. Nvidia has already signed investment commitments of more than $40 billion in 2026.

Nvidia is emerging as a major investor in the AI ecosystem, investing $40 billion this year alone.

OpenAI and Anthropic will establish a joint venture to target the enterprise market. Both Anthropic and OpenAI are focusing on raising funds from asset managers to create a new sales channel for enterprise AI deals. Investors secure preferential sales access for their portfolio companies and take profits generated from contracts.

OpenAI and Anthropic will set up an AI joint venture with private equity funds and clash over the enterprise market.

Moves in the industry to develop software for AI agents, rather than for people, are taking shape. Until now, AI agents have been trained to use software in the same way people do. Against this backdrop, some companies are building software designed specifically for agents.

From big tech to startups, an ecosystem of software used by AI agents rather than people is stirring.