AI companies are no longer just competing on model performance—they're competing to control how AI is sold, deployed and embedded inside enterprises. From government contracts to consulting ventures and developer tools, this week's top stories show how OpenAI, Anthropic and others are building the infrastructure and revenue streams behind enterprise AI.

Key highlights:

• OpenAI moves into defense and government deals, expanding beyond Microsoft.
• Anthropic explores a Blackstone-backed consulting play, pushing deeper into enterprise deployments.
• OpenAI builds a GitHub alternative to control the developer layer and reduce reliance on Microsoft.

Owning Distribution

Exclusive OpenAI Clinches AWS Deal in Bid to Win Government Contracts By Sri Muppidi and Aaron Holmes

Exclusive Apple Discusses Google Hosting New Siri as Need for Cloud Help Grows By Aaron Tilley and Wayne Ma

Exclusive OpenAI Is Developing an Internal Alternative to Microsoft's GitHub By Stephanie Palazzolo and Aaron Holmes

Applied AI Oracle's Answer to the SaaS Slump: Free AI Features By Kevin McLaughlin

Monetizing AI

Exclusive Anthropic in Talks With Blackstone, Other PE Firms to Form AI Consulting Venture By Anissa Gardizy, Valida Pau and Stephanie Palazzolo

Applied AI Microsoft Doubles Down on Seat-Based Pricing For AI By Aaron Holmes

Exclusive OpenAI Held Early Talks With The Trade Desk to Sell Ads By Sri Muppidi and Catherine Perloff

Exclusive Amazon Explores Helping Other Apps Sell Chatbot Ads By Catherine Perloff

The Cost of Scaling AI

AI Infrastructure 5 Ingenious Hacks That Are Boosting AI Data Centers By Ann Davis Vaughan

Exclusive Nvidia Cloud Ally Nscale in Talks to Buy a Major U.S. Data Center Site Ahead of IPO By Anissa Gardizy

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