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Anthropic launched a missive on recursive self-improvement in Claude and how it is writing its own code and building itself. It's fascinating and potentially scary because it's also great marketing.
In a missive, Anthropic said AI systems, notably Claude, have the potential to "fully autonomously designing and developing its own successor. This is called recursive self-improvement."
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Docusign is betting that its Intelligent Agreement Platform has reached an inflection point and the company can harness LLMs and combine them with its orchestration, industry expertise and agreement data.
The company reported better-than-expected first quarter earnings and raised its outlook. The company reported earnings of 40 cents a share on revenue of $830.2 million, up 9% from a year ago. Non-GAAP earnings were $1.09 a share.
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Customer Story
Verizon has been scaling its use of AI agents across its enterprise with a focus on operational efficiencies and customer experience. As a result, the company has had to implement processes to navigate AI agent sprawl, as well as approaches to returns and costs.
Quantinuum's IPO is set for lift off at $60 a share in what could be the lead public market debut in quantum computing.
The company said it priced its 28 million Class A common stock at $60 a share under the ticker QNT.
The prospectus from Quantinuum reads like most IPO filings where a private company steps up to the confessional with financial results, risk factors and corporate machinations. Here's a look at what you need to know.
Insight Blog
C3.ai's fiscal 2026 revenue has fallen to 2022 levels, but the company is plotting a comeback. It remains to be seen whether it can deliver.
For the fourth quarter, C3.ai reported a net loss of $115.6 million, or 79 cents a share, on revenue of $51.6 million. For fiscal 2026, C3.ai delivered revenue of $250.3 million and lost $470.4 million.
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Workday at its DevCon conference this week had a simple message: There are multiple options to build AI agents on Workday's platform.
In a blog post, Workday CTO Gabe Monroy outlined three paths to build agents. Developers can host their own agent on Workday, run agents on Workday and delivered via your choice of AI, and use a native option via Sana from Workday.
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Broadcom delivered a strong second quarter and said revenue growth will accelerate in the third quarter.
The chipmaker and enterprise software vendor reported second quarter earnings of $9.31 billion, or $1.91 a share, on revenue of $22.19 billion, up 48% from a year ago. Non-GAAP earnings were $2.44 a share.
Wall Street was looking for second quarter non-GAAP earnings of $2.40 a share on revenue of $22.07 billion.
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CrowdStrike reported better-than-expected first quarter earnings, announced a 4-for-1 stock split and raised its outlook.
The company reported first quarter earnings of $27.8 million, or 11 cents a share, on revenue of $1.39 billion, up 26% from a year ago. Non-GAAP earnings were $1.10 a share.
Wall Street was expecting non-GAAP earnings of $1.07 a share on revenue of $1.36 billion.
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Welcome to a new edition of The Board: Distillation Aftershots (*).
Analyst Blog
Microsoft AI launched seven in-house foundation models at Microsoft Build 2026, but comparing benchmarks and the freedom the company has now that it's out of its OpenAI contract is the easy storyline. Microsoft is playing catch-up in foundational models, but the bigger story is that the company has the right approach at the right time.
At Build, Microsoft AI CEO Mustafa Suleyman took the wraps off the company's new in-house models.
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Enterprise technology is at a crossroads. Budgets are tighter, growth is harder to find, and the pressure to show real returns on AI investment has never been greater. Episode 131 of ConstellationTV tackles three of the biggest questions facing technology and business leaders today.
Video
Palo Alto Networks reported strong fiscal third quarter earnings growth and raised its outlook.
The company reported a third quarter net loss of $177 million, or 22 cents a share, on revenue of $3 billion, up 31% from a year ago. The revenue figure included $388 million from the acquisitions of CyberArk and Chronosphere. Non-GAAP earnings for the quarter were 85 cents a share.
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Microsoft at Build 2026 aimed to position itself as an end-to-end platform for building and operating agentic AI systems with a set of announcements on infrastructure, models, tools, security and observability.
The upshot from a series of Microsoft product announcements is that the company is aiming to move developers from writing code to orchestrating systems of agents. Indeed, Microsoft even recast Windows as a primary environment for AI agent development and local execution.
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Microsoft unveiled Majorana 2 a new generation of topological quantum computing hardware based on new materials and design. According to Microsoft, Majorana 2 has a 1,000x improvement in qubit reliability and can accelerate the company's quantum computing roadmap.
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Microsoft launched Project Solara, an effort to create AI agent-first devices that are purpose built. For the enterprise, these concept devices could be handy. Are we ready for intelligent badges?
At Microsoft Build 2026, Steven Bathiche, CVP of Windows devices, said the next computer is not one device. Agentic AI will mean that devices will come in multiple form factors and work as one system.
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Cisco launched Cisco Cloud Control, which unified its platforms for agentic AI operations, multiple security advances and Cisco IQ, an AI-driven support and services effort.
The company, which is benefiting from the AI infrastructure buildout, outlined its efforts at Cisco Live in Las Vegas. Cisco Live has a heavy dose of tools for agentic AI and security operations.
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Snowflake is doubling down on data interoperability via Iceberg, creating a context layer for its Horizon Catalog, adding data streaming to Snowflake CoCo, formerly Cortex Code, and enabling custom model training via Snowflake CoWork, formerly Snowflake Intelligence, to reach business users and teams.
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OpenAI said Codex has more than 5 million weekly active users with knowledge workers representing 20% of users and growing rapidly.
In a report on Codex usage, OpenAI outlined the metrics for Codex, which is broadening out to be more than a code tool. Make no mistake that the purpose of the OpenAI report is to reclaim some buzz for Codex vs. Anthropic's Claude franchise, notably Claude Cowork.
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The news heading into Salesforce’s annual celebration of Marketing and Commerce, Connections, was already slated to heavily lean into APIs, agentic experiences, and what Salesforce hinted would be an “agency” of agents. Then the news dropped that many of us in Marketing had been waiting for: Salesforce was ready to get serious about its biggest experience gap by picking up a content management system. And in typical Salesforce fashion, they did not go small, instead signing a definitive agreement to acquire headless CMS standout, Contentful.
Analyst Blog
HPE posted its own blowout quarter with revenue growth of 40% in its fiscal second quarter as the AI infrastructure boom continues.
The company reported second quarter earnings of 44 cents a share on revenue of $10.7 billion, up 40% from a year ago. Non-GAAP earnings in the second quarter were 79 cents a share.
Wall Street was looking for HPE to deliver non-GAAP earnings of 53 cents a share on revenue of $9.76 billion.
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Anthropic and OpenAI are racing each other to become publicly traded companies. Anthropic said it has confidentially filed to go public with the US Securities and Exchange Commission.
The news comes as Anthropic's latest funding round gave it a valuation near $1 trillion. OpenAI, per The Wall Street Journal, is looking to file for an IPO confidentially.
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Salesforce said it will acquire Contentful, a well-known headless content management system provider.
The move gives Salesforce a composable content platform that can be used across its portfolio and enable personalized digital experiences. Contentful has 4,800 brands as customers.
Salesforce has championed headless deployments as it aims to pivot away from clouds by function to agentic AI powered by Agentforce.
Terms of the deal weren't disclosed.
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