Confluent gives IBM a platform that will connect and reuse data for applications notably AI agents. In many ways, Confluent will be to IBM what MuleSoft and Informatica is to Salesforce.
AWS re:Invent 2025 featured the usual firehose of news, announcements and tech talks, but it's also clear that AWS is becoming a different company. Yes, AWS is firmly committed to developers and dedicated to creating building blocks needed to scale agentic AI. But AWS is clearly more than an infrastructure company now. Yet it is not quite a software company either.
Salesforce reported better-than-expected third quarter results, said it has reached 9,500 paid deals for Agentforce and upped its outlook for the fiscal year.
Snowflake expanded its partnership with Anthropic to cover joint sales efforts and model integration with Snowflake Intelligence, detailed AWS Marketplace growth and teamed up with Accenture on enterprise AI deployments. The company also reported strong third quarter results.
Dr. Swami Sivasubramanian, Vice President of Agentic AI, made the case that AWS' suite of AI tools is best suited for wrangling AI agents and customizing models to deliver business outcomes.
Amazon's Kiro, Amazon Web Services' next-gen AI developer platform, is launching in preview for individual users with an autonomous agent for each developer, integration with GitHub and issue assignments.
Amazon Web Services is adding AI agent policy and evaluation features to Amazon Bedrock AgentCore in a move that aims to solve the big issues that keep enterprises from moving from proof of concept to production.
With Amazon Nova Forge, AWS is looking to deliver real enterprise outcomes. The reality has been that off-the-shelf foundational models are inaccurate in many enterprise use cases. When enterprises build on top of open source models, results can degrade as more data is added.
Amazon Web Services launched AWS AI Factories, said Trainium 3 was generally available and outlined plans for Trainium 4.
MongoDB revenue surged in the third quarter courtesy of 30% revenue growth in its Atlas platform.
Warby Parker is entering its third act that will be powered by AI on two fronts: Productivity and revenue growth. Neil Blumenthal, President and Co-CEO, said on the company's third quarter earnings call that the eyeglass retailer's next act will be "defined by innovation through AI."
AI PCs are supposed to be seeing an upgrade boom, but the revolution is still on the runway.
