When your mother starts asking about AI stocks and SPACs are relaunching perhaps you should get a bit worried about an AI bubble. Yes, I have a few gray hairs and have lived through a few bubbles—dotcom circa 2000 and real estate circa 2008—and the aftermath isn’t great.
Databricks said it raised more funding in a Series K round with a valuation topping $100 billion.
Certinia, which provides management software for professional services organizations, delivered its first installment of AI agents built on Salesforce's Agentforce platform as part of its summer release.
Oracle said it has deployed OpenAI GPT-5 across its applications and database portfolio in what amounts to more choices for Oracle customers and additional distribution for OpenAI.
The US government is getting good at squeezing technology vendors and foundational model players OpenAI and Anthropic are raising to give away ChatGPT and Claude to the Feds for $1 a year.
Every day, Constellation Research analysts are swapping takes, headlines, observations and broad themes on our internal watercooler thread. It’s part entertainment and part college class. Here’s a look at Holger Mueller and Esteban Kolsky’s recent debate on data, infrastructure and strategy.
Workday said it has acquired Flowise, a platform to create AI agents and automate workflows.
Oracle Cloud Infrastructure customers will get access to Google Cloud's Gemini models in a new partnership between the companies.
The funding lands as Cohere North, an agentic AI platform, scales up. The funding round was led by Radical Ventures and Inovia Capital with participation from existing investors such as AMD Ventures, Nvidia, PSP Investments and Salesforce Ventures.
Five9 said it has integrated its customer experience and contact-as-a-service platform with Epic, one of the top electronic health record providers. The companies will launch Five9 Fusion for Epic in a bid to land more healthcare enterprises.
CoreWeave is building its AI infrastructure so it can easily switch back and forth from training to inference workloads as it works through strong demand and supply constraints.
C3 AI said its fiscal first quarter sales will be well below expectations and that it has reorganized its sales operations. CEO Tom Siebel said his stepping back from the sales process due to his health "may have had a greater impact than I previously thought."
