The content team at the MSP Summit site tracks stories of interest to the managed services provider community. Anyone selling managed services or partnering with MSPs will want to know about these developing stories or catch up on stories they have missed. All links are current as of May 4.

Cloud’s Big 3 Spent More Than a Billion a Day on AI in Q1

Amazon, Microsoft and Google combined to spend $110 billion in capital expenditures as the buildout to handle high-capacity AI workloads during the three months ended March 31. AWS parent company Amazon led the pack with a reported $43.2 billion in capex, primarily to meet customer demand for generative AI. Google reported $35.7 billion in capex, mostly on infrastructure to support AI across the company. Microsoft’s quarterly capex was $31.9 billion, two-thirds of which went toward GPUs, CPUS and other short-lived assets. Read the Channel Dive story.

Claude Mythos Preview and Cybersecurity’s New Rules

Anthropic last month unveiled Claude Mythos Preview, a powerful AI model that can autonomously identify software vulnerabilities across complex systems. What was expected to be a major industry milestone instead came with an unusual caveat: Anthropic would not release the model for public use. The decision to restrict public use reflects a deliberate tradeoff between capability and control. TechTarget has a deep dive on Mythos and what it means.

Anthropic Mythos and the Growing Gap Between Risk and Response

Anthropic’s Claude Mythos Preview is getting a lot of attention, and it should. Early results suggest it can surface high-severity vulnerabilities across widely used systems and open source software at machine speed and scale, including issues in widely deployed open source libraries and core infrastructure components. While that is meaningful, it reflects an evolution of something that security teams already deal with, and it does not capture the more important issue at hand. theCUBE Research analysts dig into what it all means.

Kaseya Delivers Agentic AI Support for MSPs

At Kaseya Connect last week, the MSP software provider unveiled an agentic IT management and security platform designed to triage tickets, contain threats, verify backups and optimize service-desk workflows autonomously. The platform includes a suite of agentic digital specialists generally available to Datto Autotask Ultimate subscribers and embedded in Kaseya’s hybrid-cloud cyber resilience portal and security information and event management solution. Read the Channel Dive story.

Microsoft Pitches 365 E7 as a Channel Opportunity

Microsoft has described the introduction of 365 E7 as an opportunity for its channel partners. The firm outlined plans back in March to move to a value-based licensing model, with the topic a regular subject of conversation between executives and analysts on the vendor’s third-quarter earnings call last week. Read the Microscope story.

Channel Brief: AI Is Changing the MSP Operating Model

AI is moving deeper into the managed services operating model, both as an operational tool inside MSPs and as a demand driver from their customers. ChannelE2E looks at three signals last week that brought that into focus. Read the ChannelE2E story.