Salesforce executives said that growth is reaccelerating due to Agentforce deployments and it is projecting a long-term revenue target of $60 billion by fiscal 2030 excluding the Informatica purchase. The big question is whether new pricing plans designed to meet customers where they are will drive the growth.
Snowflake and Palantir said they will integrate Snowflake AI Data Cloud with Palantir Foundry and Palantir Artificial Intelligence Platform (AIP).
Hewlett Packard Enterprise gave an upbeat presentation on taking networking share and capitalizing on the AI infrastructure buildout, but its fiscal 2026 revenue growth forecast was lower than expected.
Oracle CTO Larry Ellison is never short of words. In his annual keynote at Oracle's AI World conference (previously Cloud World), Ellison held court for nearly two hours and riffed on a bevy of big AI ideas.
IBM said it will acquire SAP S/4 HANA services specialist Cognitus in a deal that will expand its SAP AI-driven industry services.
Citigroup CEO Jane Frasier said the bank has launched a pilot of AI agents for 5,000 employees. The agentic AI pilot is designed to complete multi-step tasks with a single prompt.
Goldman Sachs CEO David Solomon said the company has launched an initiative dubbed One Goldman Sachs 3.0, which will leverage AI to create a centralized operating model that's more efficient and drive growth. In other words, become more efficient when you don't necessarily need to instead of waiting until you have to.
In a Dreamforce keynote that highlighted Salesforce's large enterprise Agentforce adopters, Benioff repeatedly came back to context and context engineering, a term that's just gaining some momentum from companies like Elastic and Workday.
Miro, which provides a visual workspace so teams can collaborate on projects, is looking to ease collaboration between AI and humans. The problem? AI has created "single player AI experiences" that can disrupt collaborative teamwork because people are in silos.
Oracle launched Oracle Autonomous AI Lakehouse and AI Data Platform as it extends its database dominance into broader AI platform ambitions. The company also expanded a partnership between Oracle Cloud Infrastructure and AMD.
Salesforce expanded partnerships with OpenAI and Anthropic to embed their large language models into Agentforce 360. Salesforce is also happy to bring its platform to ChatGPT too. The Anthropic deal is focused on regulated agencies as Claude is the first LLM within Salesforce's trust layer.
Nvidia's DGX Spark mini supercomputer is now available for $3,999 from Nvidia and PC makers such as Acer, ASUS, Dell Technologies, GIGABYTE, HPI, Lenovo and MSI and it'll be interesting to see how impacts inference and physical AI plans.
