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Some of the AI in your business didn't arrive through a sourcing decision. It arrived through a renewal.

From 1 July 2026, Microsoft increased prices on several Microsoft 365 commercial plans, with existing customers moving to the new pricing at renewal, and the update included Copilot Chat enhancements. In January 2025, Google brought Gemini into its Workspace Business and Enterprise plans. Your incumbent supplier may still be the right choice.

But convenience isn't the same as a commercial assessment.

In this episode:

• How AI arrives inside contracts you already have, without a sourcing decision

• Capability overlap versus supplier dependency, including suppliers that may rely on the same underlying AI models

• Two things to get documented before you renew

• Why APRA's April 2026 letter makes this a regulatory concern for Australian banks, insurers and superannuation trustees

Before your next software renewal, get in writing:

1. Which AI features are included, which cost extra, and how usage affects what you pay.

2. What happens if the supplier changes the AI features, the price, or how your data is handled.

The insurer example in this episode is hypothetical.

Sources

Microsoft, Microsoft 365 packaging and pricing updates (February 2026):

https://www.microsoft.com/en-us/licensing/news/2026-M365-Packaging-Pricing-Updates

Google Workspace Updates, The best of Google AI, now included in Workspace Business and Enterprise plans (15 January 2025):

https://workspaceupdates.googleblog.com/2025/01/expanding-google-ai-to-more-of-google-workspace.html

APRA, Letter to Industry on Artificial Intelligence (AI) (30 April 2026):

https://apra.gov.au/news-and-publications/apra-letter-industry-artificial-intelligence-ai

Episodes and resources: https://www.kaizina.com.au/podcast

Procurement at AI Speed is hosted by Zina Amir Moafi and produced by KaiZina. General information only, not legal or financial advice.