Artificial Intelligence
How AI is changing the way technology is built, sold and run.
Nvidia moves AI agent containment out of the model and into the silicon
OpenShell is open source and runs on ordinary processors. Sentry, the watchdog that quarantines a rogue agent in milliseconds, needs a BlueField-4 card, and that is where the hardware bill starts
Meta opens an enterprise AI arm with MongoDB’s chief executive in charge
Chirantan Desai reports straight to Mark Zuckerberg and names four products, no pricing and no word on partners. MongoDB has handed the job back to Dev Ittycheria while it searches for a successor
Nebius raises on-demand GPU prices from 1 October
The neocloud’s published price list lifts H100, H200, B200 and B300 hourly rates by 17–21%, and partners reselling AI compute are likely to need to rebase their quotes
HubSpot adds ChatGPT Ads campaigns to its CRM in beta
OpenAI’s ad platform can now be run and measured from inside HubSpot, with closed deals traced back to ChatGPT campaigns. Whether UK advertisers can use it is still unclear
Microsoft puts advanced Copilot work on metered credits
The new Copilot app adds Home, Code and Autopilot. Everyday use stays on the per-user license, but the agentic work at the center of the launch now runs on usage-based billing
Agent sprawl: the hard part is the count, not the agent
Dataiku launched Agent Management on 24 September to count AI agents across Copilot Studio, Agentforce, Bedrock and Vertex. UK buyers have to decide who owns the register, what it costs and who switches agents off
AlphaSense’s 25-fold token surge is the new meter for channel margin
Samantha Greenberg, chief financial officer of AlphaSense, told Raconteur that token consumption on its platform is growing 25-fold year on year. A UK partner’s own accounts need a consumption line before customers’ AI bills arrive
If the AI can’t trace its answer to the ledger, it’s a demo
Hemant Kapadia told Raconteur that enterprises need answers grounded in their own data, not the probabilistic output of a language model. That test belongs in every AI proposal a UK partner writes
Smaller AI models put the spend back where partners earn margin
Marta Garcia told Raconteur that AI costs keep climbing as organizations expand their use of it. On-device inference moves the money to hardware and services UK partners can sell
UK workers pay £958m a year for their own GenAI tools, Deloitte finds
Deloitte’s first UK GenAI Workforce Survey finds one in six users pays for at least one tool personally and nearly a third uses it without the employer knowing, a gap between demand and official provision that partners can measure
Salesforce’s new editions end the add-on sale partners lived on
Salesforce now bundles Agentforce, Slack and Flex Credits into every seat from $195 a user a month. The margin has moved to the meter, and partners of every SaaS vendor should price for adoption and credits, not resale
The Bank of England has made AI supplier concentration your problem
Bank of England AI Consortium minutes, surfaced by Raconteur, flag concentration among model and compute providers as a stability risk. MSPs selling into finance should expect the next supplier questionnaire to ask for exit plans