As Shop Pay Scales Toward $110B, Shopify Quietly Rewrites the Checkout Stack for AI

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Shopify Expands Agentic Tools as Shop Pay Hits $110B

Shopify is leaning into agentic AI to automate the merchant shopping journey, while its Shop Pay checkout is projected to process $110 billion in 2025. The platform's shift toward autonomous software agents aims to redefine product discovery and checkout speed for small businesses competing with major retail giants.

Infosys & Anthropic Partner on Enterprise AI Agents

Infosys is partnering with Anthropic to develop “agentic” AI solutions for telecom, finance, manufacturing, and other regulated sectors. The Indian IT giant will integrate Anthropic’s Claude models into its Topaz platform to automate complex workflows – a segment already bringing Infosys $275 million (5.5% of revenue) last quarter. This alliance helps Infosys address the AI-driven shift in its $280 billion IT services industry, while giving Anthropic a route into heavily regulated enterprise environments

Cognizant & Google Cloud Expand Alliance for “Agentic” AI

Cognizant is deepening its Google Cloud partnership to roll out agentic AI systems at enterprise scale. The IT services firm is deploying Google’s Gemini AI via Workspace internally to boost productivity, and launching a new AI workflow suite for clients to turn manual tasks into AI-driven processes like content creation and supplier communication. To support this, Cognizant is setting up a dedicated Gemini AI Center of Excellence and an Agent Development Lifecycle for consistent delivery of autonomous agents – positioning itself as a leading builder of enterprise agent solutions.

Legal AI Startup Leah Teams with PwC on Agentic OS

Legal AI firm Leah (formerly ContractPodAI) and PwC UK announced a partnership to deploy Leah’s Agentic OS beyond the legal domain. Agentic OS is a platform of multiple AI agents working together to automate complex enterprise workflows across functions like HR and finance. The partners have built an Agentic Enterprise Innovation Lab in South Africa to accelerate development, and limited client trials are underway using these “Lego block” agents to re-engineer business processes previously constrained by human step-by-step tasks

Banking Starts Planning for Agentic Payments

New banking and consumer‑protection research frames “agentic payments” as a coming flashpoint, where consumers will blame their bank when an autonomous agent purchase goes wrong, even if a third‑party agent caused the issue. Financial institutions are being urged to update fraud models, dispute flows, and disclosures for agent‑initiated transactions, not just human card swipes. This opens product space for “agent‑aware” payment rails and liability standards that explicitly encode when and how an AI is allowed to spend on your behalf.

Compact Models Unlock Edge and Robotics Agents

A new 7‑billion‑parameter model, Falcon‑H1R, reportedly matches performance of systems seven times larger while scoring over 88% on advanced math benchmarks. That efficiency makes it practical to run capable agents on robots, vehicles, and edge devices where compute and power budgets are constrained. The strategic shift: agents aren’t just cloud‑hosted copilots anymore; they become embedded, local decision‑makers in physical systems

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