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Newsletter N°89 - May 2026 

AI 89

AI: Enterprise AI Goes Operational: Fujitsu’s Dual Bet and Korea’s Accelerating Adoption

Fujitsu Doubles Down on AI: Anthropic Partnership and OpenAI Collaboration

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Fujitsu made two significant AI moves this week, signaling a clear strategic push to embed generative AI across its entire enterprise operation.

The headline deal is a strategic partnership with Anthropic. Rather than a simple licensing arrangement, the collaboration is designed to run deep: Fujitsu will integrate Claude and Anthropic’s broader AI toolkit directly into its workflows, combining them with its own industry expertise and mission-critical systems experience. The scale of the internal rollout is notable, all 100,000 Fujitsu Group employees will gain access to Claude and other Anthropic AI tools. The goal is to build genuine internal expertise at scale, then export that know-how to help Japanese enterprises navigate their own AI transformations.

The partnership is structured around three priority areas. First, strengthening Fujitsu’s Forward Deployed Engineer (FDE) business, where consultants work hands-on inside client organizations. Second, advancing cybersecurity capabilities through early access to Anthropic’s latest models, a meaningful advantage in a field where threat landscapes evolve fast. Third, building reusable AI adoption frameworks from internal practice, so that what works inside Fujitsu can be packaged and offered to enterprise customers.

The OpenAI relationship is framed differently, Fujitsu deliberately calls it a collaboration rather than a strategic partnership. Practically, it means adding OpenAI’s models to Fujitsu’s enterprise AI service lineup, with ChatGPT Enterprise and Codex deployed to reinforce the same FDE and cybersecurity focus, plus industry-specific applications in manufacturing, healthcare, and pharmaceuticals. Together, the two deals suggest Fujitsu is running a deliberate multi-model strategy rather than betting on a single AI vendor.

Korea: The Enterprise AI Wave Hits Seoul

South Korea is seeing the same enterprise AI momentum, and this week brought several concrete developments.

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President Lee Jae-myung meets with Demis Hassabis, co-founder and CEO of Google DeepMind, at the Blue House.

Google DeepMind announced it will establish an AI Campus in Seoul, its first outside the UK, where its headquarters are based. The MOU was signed with Korea’s Ministry of Science and ICT, and CEO Demis Hassabis met with President Lee Jae-myung on the same day. The campus will serve as a hub for joint research with Korean universities, research institutes, and startups, focusing on life sciences, climate modeling, and AI research infrastructure. On the talent side, the Korean government has requested that at least 10 core engineers from Google’s global headquarters be deployed to the Seoul campus. Internship opportunities for Korean researchers at DeepMind are also part of the framework.

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Claude, meanwhile, is building real commercial traction in Korea. Corporate card spending data shows that Claude’s average monthly corporate payment grew 116% year-on-year in Q1 2026, reaching approximately ₩181,000 per transaction. Corporate accounts now represent 60% of Claude’s paying user base in Korea, a figure that points clearly to enterprise adoption rather than casual individual use. The user profile skews toward developers, analysts, and office professionals, with primary use cases in long-form writing, document analysis, coding, and team collaboration. Claude Cowork, the enterprise collaboration tool launched earlier this year, has broadened adoption beyond technical teams into planning, marketing, finance, and legal functions.

Samsung’s policy shift adds another dimension. Starting in June 2026, employees in the DX division (covering mobile, displays, and home appliances) will be permitted to use external generative AI models including ChatGPT, reversing a long-standing policy that restricted staff to Samsung’s internal model, Samsung Gauss. Employees will need to complete security training before gaining access. A dedicated AI utilization program planned for the second half of the year is expected to bring together around 2,000 executives from Samsung Electronics and its major affiliates. Access to external AI tools will remain restricted in the semiconductor (DS) division, where data sensitivity is higher. The move follows a direct push from Chairman Lee Jae-yong, who called for AI to be applied across the “entire value chain” from R&D and production through to supporting functions in his new year address.

Taken together, the week’s developments tell a consistent story: enterprise AI adoption is no longer a pilot-phase conversation. It’s operational.

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