Nvidia delivered the latest addition to its Nemotron model family. The company launched Nvidia Nemotron 3 Nano Omni, an open multimodel model designed for AI agents using video, audio, image and text. Nvidia said a host of software companies including Palantir, DocuSign, Infosys and Oracle are evaluating the model.
Seagate's third quarter results were a blowout as revenue of $3.11 billion was up 44% from a year ago. Net income of $934 billion was up 129% from a year ago.
This slide says it all. AI means storage...lots of it.
Otter.ai launched the Conversational Knowledge Engine in a move that aims to expand beyond being an AI notetaker. The company also launched an expanded model context protocol server, AI Chat and Otter for Desktop. According to Otter.ai, the Conversational Knowledge Engine is designed to bring together decisions, context and intent embedded in conversational data. The company said:
"There has never been a system of record for what people actually say during meetings, which has driven Otter.ai's strategic evolution into a new category. The Conversational Knowledge Engine will be as fundamental as CRM in capturing customer data, HRIS for employee data, and ERP for financial data."
That's a heady idea, but Otter.ai can fill in a lot of context gaps. I'm a longtime Otter.ai customer and can attest that the upgraded AI Chat is way better than before. Otter.ai's Conversational Knowledge Engine is aimed at sales, marketing, recruiting and product management.
We'll loop back on Otter.ai's plans when we get a more fleshed out briefing.
SAS held its Innovate conference and outlined a series of updates. Here’s the roundup of announcements.
Oracle said in a post on X that "we’re seeing firsthand how quickly adoption of their technology is accelerating, driven by the strength of their latest models. Judging by the comments, Oracle's post went over like a lead balloon. Oracle was responding to a WSJ story saying OpenAI is missing internal expectations. OpenAI reportedly called the story clickbait, according to Bloomberg.
OpenAI CEO Sam Altman made a video appearance at an AWS event. He said: "I wish I could be there with you in person today. My schedule got taken away from me today."
General Motors reported strong first quarter results and said that its digital services efforts are starting to pay off. The company said OnStar ended the first quarter with recognized revenue topping $750 million, up 20% from a year ago. Super Cruise is tracking to deliver revenue of about $400 million in 2026.
We've chronicled GM's digital efforts as well as what Ford has been doing with AI. Rivian too.
Adobe said it has closed the Semrush purchase as it looks to meld SEO, generative engine optimization (GEO) and agentic search optimization (AEO) as part of the broader customer experience platform via Adobe CX Enterprise, which was the headliner at Adobe Summit.
I still have a laundry list of followups from Google Cloud Next 2026, but here's the link stack from last week.
News and news analysis
Customer stories
IBM said IBM Bob, an AI-first software development platform, is generally available. IBM said Bob goes beyond writing code to managing the entire software development lifecycle from planning and coding to testing, deployment and governance. By offering a structured framework, IBM argues that Bob can scale transformation. The platform includes orchestration, modernization, security controls, audits and coordination of multiple models. IBM Bob also has a package for Z mainframe systems.
OpenAI open sourced Symphony, an orchestrator that shifts software development entirely to agent-driven workflows. That's the news. The more interesting part of the post is how the process of software development changed and how going agent-only had upside, but also created new problems. The bottleneck moved away from coding itself to task definition, coordination and system-level design.
OpenAI is missing its internal projections and its CFO Sarah Friar has questioned its spending habits and whether it's ready for an IPO, according to The Wall Street Journal.
Typically, this story would be merely interesting, but given that much of the AI sector, notably Nvidia and Oracle, depends on OpenAI meeting its AI data center commitments through 2030 or so the article is going to get play. It's also worth noting that Microsoft and OpenAI amended their deal in part because the AI lab needs to grow and expand its distribution to other clouds.
UiPath and Databricks announced a partnership that integrates their respective platforms. Under the deal, UiPath agents and automations can access and query data from Databricks, orchestrate Databricks agents with UiPath Maestro and offer unified governance.
