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California Subpoenas OpenAI, but the Investigation’s Scope Remains Unpublished
California DOJ says it served OpenAI an investigative subpoena on September 30. The announcement confirms continuing cybersecurity scrutiny, while leaving the requested records, response deadline, and outcome undisclosed.

IBM Bob Self-Hosted: Where Your Code Goes and What an Air Gap Requires
IBM Bob’s self-hosted option moves its backend onto a customer-operated OpenShift cluster. The decisive privacy question is where model inference runs—and what the customer must operate to keep it offline.

Can Volato Deliver Its AMD GPU Orders in Ohio? The Evidence to Watch
Volato has signed two AMD GPU cluster orders, but Ohio power, current financing and accepted service remain separate proof points. Here is what public filings establish.

Volato’s $1.17 Billion AMD GPU Orders: What the Customer Agreed to Pay, and When
Volato disclosed two four-year AMD GPU orders worth about $1.17 billion, with roughly $133 million in contractual prepayments. Here is what the filings say about payment timing and contract conditions.

Akamai’s Anthropic Warrant: What “Up to 5%” Actually Means
The Akamai–Anthropic cloud deal includes a warrant that could eventually represent roughly 5% of Akamai’s common shares. It does not give Anthropic that stake today. The SEC filing reveals the conditions investors need to watch.

Akamai’s Anthropic Deal Targets CPUs. The Hardware Mix Is Still Unknown.
Akamai has disclosed a large CPU cloud commitment and a staged hardware buildout. Its processor choice, server design, and Anthropic-specific power needs remain undisclosed.

Akamai’s $11.6 Billion Anthropic Cloud Deal: What Is Actually Committed?
Anthropic has committed to an approximately $11.6 billion Akamai Cloud agreement for CPU workload growth. The SEC filing shows why service starts, availability, termination rights, and an optional expansion matter as much as the headline number.

Microsoft Copilot Usage Billing: What Can Admins Budget for Agent Work?
Microsoft distinguishes everyday Copilot subscriptions from metered agent work. New controls could help administrators govern usage, but credits are not dollars and dashboards are not invoices.

Microsoft Copilot Autopilot’s Persistent Work Raises an Enterprise Control Question
Microsoft’s newly announced Copilot Autopilot promises persistent work across familiar apps. The announcement outlines tenant governance, but leaves important operational boundaries to verify.

Microsoft Copilot Managed Runtime Preview Puts App Governance in Focus
Microsoft is extending Copilot app creation into a managed runtime. Its documented controls give administrators a starting point, while preview defaults, billing and unresolved user reports demand closer review.

Gemini Adds 14 Connected Apps. Which Ones Can U.S. Users Actually Use?
Google’s Connected Apps rollout expands Gemini’s links to outside services. Its detailed eligibility table shows why the launch list is only a starting point for U.S. users.
