Nvidia and OpenAI said they have struck a partnership where OpenAI will deploy at least 10 gigawatts of AI datacenters built on Nvidia's Vera Rubin GPUs. Nvidia will invest up to $100 billion in OpenAI as each gigawatt is deployed.
Thoma Bravo has acquired PROS Holdings, a pricing and revenue management software company, in a deal valued at $1.4 billion.
Technology conference season is about to hit overdrive. Enterprises are plotting IT budgets for the year ahead. And the fourth quarter, which is critical, is about to kick off. And the only thing that's scaling into 2026 are open questions that aren't going to be answered quickly (even if vendors tell you otherwise).
Southwest Power Pool (SPP) is building a mini AI factory with Nvidia, Hitachi Vantara and other Hitachi units to better simulate future demand on the electric grid in its region.
Google's move to layer Gemini and AI features in Chrome, including AI agents, will revamp the browser just as a bevy of players are looking to reinvent the primary vehicle for enterprise applications.
Atlassian said it will acquire DX, a startup specializing in engineering intelligence, for $1 billion as it aims to help enterprises track AI investments.
Nvidia said it will invest $5 billion in Intel and co-develop custom data center and PC products. The move gives Intel more capital and also solidifies its relevance going forward.
MongoDB said it will bring its search and vector search tools to MongoDB Community Edition and MongoDB Enterprise Server. The move provides enterprises full-text search and vector search features on MongoDB on-premises and self-managed deployment.
Workday has acquired Sana, an AI agent startup that surfaces knowledge in enterprise systems, for $1.1 billion in a bet that the HCM and finance software provider can become "the front door to work."
Workday launched Workday Data Cloud, Workday Build as well as a set of Illuminate AI agents as it aims to build a larger ecosystem around its platform.
MongoDB launched MongoDB AMP (Application Modernization Platform) as the vendor becomes the latest to take on enterprise code transformation needed to migrate workloads.
Enterprise software vendors appear to be coalescing around the idea that process mining is an enabler for agentic AI and should be built into platforms.
