This Week's Top Five Stories in AI

Can AI Agents Still Access SAP Data Under New API Rules?

As a global leader in enterprise applications, SAP manages the complex data flows that power 90% of the world’s supply chains.

Enterprise technology leaders have spent the past two years connecting Gen AI to these core business systems to drive operational efficiency. 

However, a clause in the SAP April 2026 API policy is opening new conversations, sparking concerns that many AI and technology leaders haven’t confronted yet: does the vendor actually permit the very architecture it has built? 

Section 2.2.2 of API Policy v4/2026 states that SAP APIs may not be used for “interaction or integration with (semi-)autonomous or generative AI systems that plan, select or execute sequences of API calls”. 

Effectively, this prohibits third-party AI agents from making their own decisions about how to fetch or move data within the SAP ecosystem. 

OpenAI Caps Microsoft Revenue Share at US$38bn in New Deal

Following a renegotiated contract in April, OpenAI is agreeing to cap the total revenue it shares with Microsoft at US$38bn, as reported by The Information. 

The payment cap is expected to save the ChatGPT-maker an estimated US$97bn through 2030 compared to the uncapped terms of their previous arrangement. 

This, in turn, will help the company present a stronger long-term pitch to investors as it works toward a public offering.

Executives familiar with the matter say this offering could take place as soon as the end of this year. 

Microsoft has invested US$13bn in the AI pioneer since 2019. That investment is now valued at approximately US$135bn, representing a 27% diluted ownership stake.

Inside Coupa's Acquisition of AI-First IDP Leader Rossum

Coupa has acquired Rossum in a transaction revealed at Coupa Inspire 2026.

Coupa is a recognised leader in autonomous spend management, while Rossum specialises in intelligent document processing (IDP) technology. 

The two companies have worked together since 2024, with the acquisition set to extend IDP capabilities across Coupa's product portfolio.

What Does OpenAI’s Deployment Company do?

OpenAI, the mastermind behind ChatGPT, has set up a new company called OpenAI Deployment Company – an initiative that is designed to help organisations build and deploy reliable AI systems across their most critical operations. 

Backed by over US$4bn initial investment, this venture will deploy specialised engineers known as forward deployed engineers (FDEs), who will work inside organisations to identify high impact opportunities and redesign workflows around AI systems. 

These teams will collaborate closely with business leaders, operators and frontline staff to ensure AI delivers measurable results at scale.

Denise Dresser, Chief Revenue Officer at OpenAI says: “AI is becoming capable of doing increasingly meaningful work inside organisations. The challenge now is helping companies integrate these systems into the infrastructure and workflows that power their businesses. 

Gartner: AI-Only Hiring Will Cost Supply Chains by 2030

With global supply chains dealing with persistent disruptions, many organisations are now turning to AI to ease the blows.

While AI is most often used to help firms predict events and automate manual tasks, supply chain businesses are increasingly using the technology to help them with entry-level hiring.

Across planning, sourcing and logistics, AI is being deployed to forecast risk and streamline operations. It is often seen as a cost‑effective response to rising labour and training costs.

Though the short‑term savings look attractive, the long‑term costs could be significant according to new insights from Gartner, the global research and consulting firm.