Larry Dignan

Microsoft said Copilot's agentic features in Word, Excel and PowerPoint are generally available and enabled by default for 365 Copilot and 365 Premium.

CrowdStrike launched Project QuiltWorks, a coalition aimed at continuously fixing vulnerabilities being discovered by frontier models. The effort includes Accenture, EY, IBM Cybersecurity Services, Kroll, OpenAI and CrowdStrike.

Elastic said Google Distributed Cloud will embed the company's agentic security operations platform with analytics, automation and XDR for air-gapped environments.

• Elastic Security bets on native Workflows, data-centric approach
• Elastic sees early traction with Agent Builder, context play, hybrid architecture

Here's Tesla's deck for the first quarter. Tesla's earnings were better than expected, but the enthusiasm on Wall Street revolved around the following excerpts.

• "We expect volume production of both Cybercab and the Tesla Semi this year."
• "Progress continued at the new Megafactory outside Houston, which will produce the Megapack 3 for Megablock. Start of production is on track for later this year."
• "Preparations for our first large-scale Optimus factory will begin shortly in Q2."

AI agents require forward deployed engineers, partners and integrators. Google Cloud is spending $750 million to develop its partner network for agentic AI as it announced a bevy of partnerships with integrators as well as enterprise software giants such as Salesforce and SAP.

The bottom line is Google Cloud is building out its ground game for AI agent deployment. Key announcements at Google Cloud Next include:

• Google Cloud will spend $750 million to accelerate customer deployments, AI prototyping and using Google FDEs.
• Deloitte launched a Google Cloud Agentic Transformation practice and Accenture expanded its Google Cloud efforts on agentic AI. BCG and Google Cloud also expanded a partnership as did McKinsey.
• Salesforce and Google Cloud said their agents will be able to collaborate with context and end-to-end workflows across their platforms.
• SAP said Google Cloud outlined a multi-agent integration pact with Gemini Enterprise and SAP’s Joule agents. Customers can deploy Joule Agents in SAP CX Solutions to build, launch and optimize marketing campaigns. Gemini Enterprise acts as a central hub for agents to take action across SAP and Google Cloud platforms.

OpenAI launched workspace agents in ChatGPT in what the company called "an evolution of GPTs." The idea is that ChatGPT and Codex become more tightly integrated and Codex will create agents for teams. Workspace agents will be available in research preview in ChatGPT Business, Enterprise, Edu and Teachers plans.

Cursor and SpaceX will partner in a deal that will give the AI company xAI's Colossus infrastructure to scale up its models. SpaceX will pay Cursor $10 billion for the joint models or pay $60 billion for the Cursor. Think of it as a circular deal meets try-before-you-buy acquisition.

As you’d imagine there’s a lot of commentary (some of it comical) on this arrangement, but the core themes are:

• Why did SpaceX buy xAI if it needs Cursor? We know the answer to that one—Elon. Another note: Why did SpaceX pay $250 billion for xAI? Same answer.
• SpaceX needs to monetize xAI’s Colossus infrastructure somehow.
• Cursor needs its own models to survive and they need to be cutting edge. xAI by the way needs models too.
• And xAI hired two Cursor co-founders so why not get the rest?

In any case, Cursor is doing good work and hopefully that’ll keep coming. We can have Claude and Codex running away with all the code.

• Cursor 3 to manage multiple AI coding agents
• Cursor launches Composer 2
• Infosys, Cursor form strategic pact

Google now offers two research agents including Deep Research, which replaces its preview release, and Deep Research Max. Both are available via Gemini API and paid tiers. Both models run on Gemini 3.1 Pro.

Deep Research is designed for speed and efficiency while Deep Research Max is designed to be complete.

With Google Cloud Next kicking off this week, rest assured that rivals will be announcing a good bit of news to counterprogram. Case in point: Anthropic's deal to use AWS Trainium2 through Trainium4. I'm sure the timing has nothing to do with what's likely to be a new batch of TPUs from Google.

ServiceNow said it has closed the acquisition of Armis and now will target cyber risk with its platform. Current Armis customers of Armis Centrix will remain supported. ServiceNow added that it is creating the AI Center for Cyber Defense, a global hub dedicated to building the next generation AI security stack.

ServiceNow makes its cybersecurity move, acquires Armis for $7.75 billion

Moonshot launched Kimi K2.6, an open-source model that includes coding advances, long-horizon execution and agent swarm ability. Kimi K2.6 is designed to supervise other models, excel at coding and manage a bevy of sub-agents to carry out multi-step processes.

• Moonshot's Kimi K2.5 introduces agent swarm, highlights open source model momentum
• Alibaba's Qwen launches new flagship LLM with Qwen 3.6-Plus
• Z.ai ups ante in open-source LLMs with GLM-5.1

Earnings season for the first quarter kicks off this week. Here are the big tech results on deck:

Wednesday:

• ServiceNow
• Tesla
• IBM
• AT&T

Thursday:

• Nokia
• Intel

The big guns deliver results the following week.

On the buy side, there are plenty of results to monitor.