ServiceNow launched its Yokohama release of its Now Platform including AI agent orchestration, analytics and a workflow data fabric that integrates apps, data warehouses and lakes, and a workspace and studio to design and integrate agents.
On the surface, Rocket and Redfin can combine forces, improve its sales funnel and lower costs of real estate purchases. But you may want to look at the Rocket-Redfin deal through a data and AI lens.
What Asana is talking about is going to be repeated by other SaaS vendors in the quarter ahead. Customers are growing cautious, agentic AI will be consumption based and enterprises will wrestle with visibility and vendors are going to see lumpiness ahead.
Oracle continued to put up strong cloud and infrastructure as a service revenue growth, but its third quarter results fell short of expectations. However, Oracle said its cloud backlog is pointing to revenue growth of about 15% in the new fiscal year that starts in June.
ServiceNow said it will acquire Moveworks in a deal valued at $2.85 billion in cash and stock. The purchase will give ServiceNow a front-end AI assistant and enterprise search tools to combine with its Now Platform.
The company is looking to address the reality that agentic AI has been largely confined to individual platforms. However, enterprises are rapidly scaling them. Boomi's bet with AI Studio is that enterprises will look for neutral vendors to create, govern and orchestrate AI agent
Enterprise AI is evolving at such a breakneck pace that it’s tough to keep up. AI, notably agentic AI, generative AI and the mutations to come, is rewriting business and society in real-time. Constellation Research's AI Forum in Silicon Valley surfaced a bevy of themes about enterprise AI.
The cybersecurity majors are betting that the enterprise move to autonomous AI agents will speed up platform consolidation. The biggest takeaway may be that securing agentic AI may be a headache initially. However, the destination is clear. Agentic AI will ultimately be secured by cybersecurity agents.
Broadcom and its custom AI processors are seeing strong demand as the company handily topped expectations for the fiscal first quarter.
Hewlett Packard Enterprise saw server revenue surge in a mixed first quarter, but the company cut its outlook for the second quarter and fiscal year.
