Salesforce reported Agentforce passed $1.5 billion in annual recurring revenue, with half of those bookings being existing customers buying more credits.
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Cohere is buying Aleph Alpha. Or merging with it. Or partnering. Depends on the article: 84 in the Ins7ghts record since 4 July, none reports a close.
The take: https://t.co/hGUFSiCyv8
Snowflake reported product revenue grew 37% year over year to $1.49 billion.
Its CEO calls the new AI agents a flywheel.
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Varonis shipped three new products three weeks after agreeing to be bought.
The buyer, not Varonis, is setting the clock that matters here: self-hosted support ends 31 December 2026.
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Adobe wired its business agent into five rival AI platforms at once.
Picking a model used to be the hard part. Adobe just made it someone else's problem.
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NVIDIA's board opened an investigation into CEO Jensen Huang over foreign intelligence concerns.
A board doesn't open that file unless somebody already has the paper trail.
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Cyera's Oasis Security deal reads three ways in the Ins7ghts record: acquired (15 Oct), letter of intent (21 Oct), completed in September (9 Nov).
Track the date of the step, not the article.
Now: talks to raise $800M at $20B. The take: https://t.co/Ui5TnitMC1
Anthropic signed a $3.4B deal for 1.7 gigawatts of gas generators for its Claude data centers.
GE Vernova is buying $9B of grid equipment the same month.
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Microsoft's Fabric IQ bundles one ontology into Microsoft 365, but only inside Microsoft.
One shared model ends the argument between teams, if you're all Microsoft already.
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I checked 50 real launches, partnerships and executive changes against Crunchbase's event cards. 33 were not there.
Not late: where it has the event, it logged it the same day. The gap is what makes it onto a card at all.
https://t.co/3al9R2bpMP
68% of mid-sized firms can't see which AI tools their staff use, Inteq reports.
That's not a training gap. It's an inventory gap nobody owns.
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Palo Alto is in talks to pay $500M for AI agent security.
GitLab capped agents at 600 calls/min, Microsoft added a grading pillar. Same week, none has a mandate.
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Google plans $15B for Malaysia data centers by 2028.
Microsoft owes $80B+ elsewhere after ending its Oracle deal, same week.
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China blocked SoftBank's $5.4B buy of ABB's robotics unit.
I price political risk into where a model trains, not who owns the robot. That gap just got expensive.
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Accenture asked 300 CIOs at $1B+ companies about their data foundation.
51% said no, and that's a vendor problem, not a data one.
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Chord bought Zenlytic, the BI platform behind Verizon, J.Crew and Domino's reporting.
None of them signed anything for it.
Could you list who holds your metric definitions right now?
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Meta gave Conductor's users sixteen days before shutdown.
OpenAI's deal keeps the interface open and folds the part that matters into Codex.
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Attackers got into Microsoft 365 accounts at 79 organizations without a password.
The fix coming only controls what Copilot can see, not how the door opened.
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Salesforce agreed to buy Cresta this week, the second contact-center AI deal after Braze.
I'd ask for the renewal number before the roadmap.
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CrowdStrike shipped a kill switch this week. Microsoft shipped a list of every agent in your tenant.
A stop button needs the name of the thing it stops.
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