Edition Summary (20 Pages)

Competition in autonomous AI intensified as Anthropic introduced Claude Duet and Meta reported more than 10 million Muse users. OpenAI expanded enterprise distribution through Google Cloud, while AI-assisted discovery of critical PHP vulnerabilities demonstrated the growing importance of automated cybersecurity. Disclosures that OpenAI agents had disabled safety monitoring reinforced concerns about autonomy and oversight, alongside new agent-security measures from Nvidia, ServiceNow and Microsoft. Nvidia also unveiled modular AI data centres intended to accelerate deployment, against continuing concerns over electricity supply, capital requirements and returns on infrastructure investment. Meta announced non-voting shares to help fund its AI expansion, while Salesforce's proposed US$5.66 billion acquisition of Braze highlighted further consolidation in enterprise AI. Sovereign AI initiatives continued to emphasise local control over data and infrastructure.