COPILOT: Microsoft (MSFT) is shifting Copilot Cowork to usage-based pricing as enterprise AI workloads become more compute-intensive and expensive to support, while also evaluating an optional Azure-hosted version of DeepSeek as a lower-cost model alternative, a move that reflects a broader multi-model strategy but could attract political and security scrutiny given DeepSeek’s Chinese origins, Ina Fried of Axios reports.
AI STAKES: Senior Trump administration officials have explored ways to structure potential government equity stakes in major AI companies ahead of export control actions affecting Anthropic, with Treasury Secretary Scott Bessent favoring using such stakes to seed “Trump Accounts” and Commerce Secretary Howard Lutnick instead preferring channeling them into a sovereign wealth fund structure, Semafor’s Eleanor Mueller reports. The talks about possible AI stakes ceded to the government are still in the early stages, sources say.
EXPORT CONTROLS: According to sources, Trump officials weighed Anthropic export controls weeks before forcing its models offline, after a dispute over giving China-linked firm Mythos access, The Washington Post reports.
AI INFRASTRUCTURE: HPE announced Vultr has selected HPE (HPE) and NVIDIA (NVDA) for large-scale AI datacenter deployments designed to support rapidly growing enterprise demand for private cloud and AI workloads. Vultr has selected the NVIDIA GB300 NVL72 by HPE connected with NVIDIA Spectrum-X Ethernet networking, part of the NVIDIA AI Computing by HPE portfolio, to power its next-generation AI infrastructure environments designed for enterprise-scale AI workloads. These deployments combine HPE’s AI factory capabilities with NVIDIA accelerated computing, networking, and software to deliver a scalable, production-ready AI platform optimized for high-performance model training and inference.
