HSBC and Google Cloud Announce Multi-Year AI Partnership
Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.COPILOT:Microsoftis 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.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. 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.AI INFRASTRUCTURE:HPE announced Vultr has selected HPEand NVIDIAfor 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.AI, CLOUD SECURITY OPERATIONS:CrowdStrike, in collaboration with Amazon Web Services, announced new AI, cloud, and Next-Gen SIEM innovations that help organizations securely build, deploy, and operate AI applications and cloud workloads on AWS. CrowdStrike said it is expanding CrowdStrike Falcon AI Detection and Response capabilities on AWS, helping organizations identify and mitigate AI runtime risks across AI applications built with AWS technologies including Amazon Bedrock, Kiro, and Strands Agents.AMAZON BEDROCK AGENTCORE:SentinelOneannounced its upcoming integration with AmazonBedrock AgentCore. The integration will be delivered through SentinelOne's Prompt Security offering. The company said, "Amazon Bedrock AgentCore is the platform to build, connect, and optimize agents at scale. Through its policy engine, AgentCore enforces real-time, deterministic controls at the gateway across all agent traffic including agent-to-tool, agent-to-LLM, and agent-to-agent communications. With this integration, SentinelOne's Prompt Security will provide detection signals covering prompt injection detection, PII exposure, tool-use validation, LLM response monitoring, and data leakage prevention that feed into AgentCore policy engine. AgentCore acts on those signals at the gateway, outside the agent's reasoning loop, so enterprise teams can apply SentinelOne's detection signals alongside deterministic, automated enforcement consistently across all agent activity. Because detection can be probabilistic, but enforcement stays deterministic, customers gain consistent allow-or-deny decisions on every agent action, allowing organizations to adopt agentic AI at enterprise scale with the confidence that existing SentinelOne security controls apply automatically throughout every agentic workflow."Netskopeannounced its upcoming integration with Amazon Bedrock AgentCore. The upcoming integration reflects Netskope's commitment to extending the security controls customers already trust into agentic workflows, the company said.Rubrikannounced its upcoming Rubrik Agent Cloud integration with Amazon Bedrock AgentCore. The upcoming integration reflects Rubrik's commitment to extending the security controls customers already trust into agentic workflows, the company said.MULTI-YEAR PARTNERSHIP:HSBCand Google Cloudannounced a multi-year partnership to build and deploy AI capabilities across HSBC's operations globally, accelerating innovation in areas such as hyper-personalized advice and financial crime risk management. This new collaboration will further accelerate the shift towards AI-enabled ways of working across HSBC's global operations. HSBC will work with Google Cloud and Google DeepMind engineering teams to collaborate on new AI-powered tools and programs, with access to Google's latest agentic AI capabilities, including Gemini models and the Gemini Enterprise Agent Platform. The partnership is expected to enable more than 200 new AI HSBC use cases over the next two years. Along with simplifying processes, it will also support the identification and prioritization of the highest value initiatives for investment and delivery at HSBC, each of which the bank estimates could return more than $100M in either direct revenue gains or wider efficiency improvements. This is on top of an existing footprint of more than 600 HSBC applications already running on Google Cloud.
