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AI agents disrupting global software stocks market 2026

AI agents wipe US$850B from global software stocks

• US$850 billion wiped from global software stocks in days following Anthropic’s Claude Cowork plugin release
• Capgemini Research Institute estimates AI agents could generate US$450 billion in economic value by 2028
• ASX-listed Decidr developing DecidrOS for autonomous agent coordination across workflows
• FortifAI building Nol8 infrastructure for enterprise AI with proof-of-concept outcomes reported
• Decidr partnerships include Now Book It, ELMO Software, Go1 and The Growth Faculty

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Digital transformation with cloud and AI in Australia

AI adoption outpaces cloud strategy across Australia

• Federal government launched national AI Plan in December 2025
• One organisation paid AU$440,000 for erroneous generative AI report
• GPU usage and outbound cloud egress identified as escalating cost risks
• Chatbots improved public service enquiries and citizen services
• Agentic AI and multi-cloud architectures drive unexpected expenses

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Elastic partner awards Australia 2026 trophy ceremony

Elastic names top Australia and New Zealand partners

• Elastic presented 2025–2026 Partner Awards at ElasticON on 5 March in Sydney.• Datacom won Sourced Revenue Generator; Amnesium took Resell award.• NQRY received Build/OEM award; Nexon Asia Pacific won Managed Services.• Deloitte awarded for Innovation; AWS Australia named Cloud Partner.• Awards span six categories covering sales, integration and service delivery.

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Pentagon building US Department of Defense headquarters

Pentagon labels Anthropic a supply chain risk

• Department of Defense designated Anthropic and its products a supply chain risk.
• Companies working with Pentagon must certify they do not use Anthropic models.
• Claude was integrated into Palantir’s Maven Smart System for US military use.
• OpenAI secured separate deal allowing military use for “all lawful purposes.”
• Employee protests and calls for congressional intervention followed the designation.

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