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OpenRouter data: Proprietary AI model query share plunges from 60% to 25%
OpenRouter's routing system directs each request to the lowest-cost model expected to produce an adequate answer, allowing open-weight models to gain usage without manual selection. AT&T is shifting a rapidly growing share of its AI workloads from proprietary to cheaper open models, reporting cost savings of up to 80%.
U.S. school districts limit student screen time and ban generative AI tools
New York City, Los Angeles, and Lebanon (New Jersey) have implemented limits. Cincinnati Classical Academy has a waiting list, and Montessori and Waldorf schools report surging interest.
Palo Alto Networks Growth Slows; Selling Puts Offers ~13% Annualized Yield
Palo Alto Networks (PANW) shares have risen 71.4% over the past year, but management guided fiscal 2027 next-gen security ARR growth to 22%-23%, down from 63% in fiscal 2026. Trefis suggests selling a put option expiring Sept 17, 2027, with a $240 strike price, collecting about $2,128 per contract for an 8.6% annualized yield, plus roughly 3.9% from T-bills, totaling ~12.6%. If PANW falls below $240, the effective purchase price would be about $218.73 per share, a 35% discount to the current $336.98.
Francisco Partners and KKR to Buy Minority Stakes in Italy's TeamSystem
Private equity firms Francisco Partners and KKR have agreed to acquire about 15% of Italian software company TeamSystem from its majority owner Hellman & Friedman (H&F), according to sources. The deal values TeamSystem at between €8 billion and €10 billion. TeamSystem provides accounting, payroll and business management software to businesses and professionals.
Walmart Ad Chief: Building Self-Service Tools, Betting on CTV; Ad Margins Above 70%
Ryan Mayward, U.S. General Manager of Walmart Connect, said at the Goldman Sachs Communacopia + Technology Conference that Walmart is shifting its ad business from a managed-service model to a scalable platform, focusing on performance advertising, self-service buying tools and APIs. He highlighted connected TV as a key growth area, leveraging the VIZIO acquisition and partnerships with Magnite, YouTube, Meta and TikTok. Mayward noted ad margins exceed 70%, versus roughly 5% for core retail.
Automattic board forces CEO Matt Mullenweg into paid leave of absence
Mullenweg said CFO Mark Davies conspired with board members Ann Dunwoody, Toni Schneider, and Sue Decker to vote for the leave, with Davies appointed interim CEO. Mullenweg said he received the resolution only 50 minutes before the meeting and was denied time for independent legal review.
Microsoft plans to more than triple data center capacity by 2032, exceeding New York's power use
Sources say Microsoft's data center capacity will surpass 38 gigawatts in 2032, versus New York State's projected summer peak demand of 33 gigawatts, up from roughly 12 gigawatts currently. Only about 2 gigawatts are currently allocated to AI-specific chips. Sources cautioned plans may change due to shifts in customer preferences and new technologies. A Microsoft spokesperson said the figures were inaccurate without providing alternatives.
InterDigital Seeks $118 Million from Disney Over Disney+ Patent Use
InterDigital, a technology and patent licensing company, has filed a claim in the Munich Regional Court seeking €101.7 million ($118 million) from Walt Disney Co. for alleged unauthorized use of its high dynamic range (HDR) video technology in the Disney+ streaming service. The court ruled in November 2025 that Disney infringed a related patent and issued an injunction. The claim covers HDR use from Disney+'s launch in Germany in 2020 through the end of 2025. InterDigital says it prefers a negotiated settlement; Disney has stopped offering certain features in affected markets.
Amazon and Alphabet's Combined 2026 CapEx Could Reach $420B; Analyst Says Cloud Growth Justifies Spending
In a report published on September 9, Motley Fool analyst Keithen Drury noted that Amazon projects about $220 billion in capital expenditures for 2026, while Alphabet guided $195 billion to $205 billion and has raised its outlook each quarter this year. The combined total could reach roughly $425 billion. Drury argues the spending is justified by strong cloud growth: AWS revenue rose 37% year over year in Q2, Google Cloud grew 82%, and Amazon CEO Andy Jassy said computing capacity is insufficient to meet 2026 demand, a trend likely to continue into 2027.