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Enterprise stalwarts get serious about AI agents
- Enterprise stalwarts beyond cloud giants are investing in AI agents. IBM and ServiceNow introduce AI agent capabilities for CRM and security. Anthropic challenges Google with a new search API. Apple's Eddy Cue hints at AI replacing Google search, sparking debate. Startups are exploring AI agents as virtual employees, despite challenges.
- OpenAI appoints Sam Altman as CEO-under-CEO. Fidji Simo from Instacart joins OpenAI to lead Applications. Concerns arise over the power consumption of cloud providers for AI services. Mainstream tech suppliers face varying impacts of tariffs. CrowdStrike's layoffs hint at intense competition in security.
- Upcoming events include Cisco Systems' earnings report and Boomi World. Multiple AI developments include IBM's AI agent acceleration, Anthropic's internet search API, and Mistral AI's new models. ServiceNow introduces AI tools for CRM, while Amazon and Google enhance coding capabilities.
- Microsoft to support Google's Agent2Agent protocol for AI communication. Various startups focus on AI employees management, with initiatives from Signals, RelevanceAI, Stack AI, and Salesforce. Companies like Databricks, Parloa, and Toloka secure substantial funding for AI projects.
- In a competitive market, cybersecurity company CrowdStrike trims workforce. Financial updates show mixed results for tech companies like Rackspace, Datadog, and Arista Networks. Coinbase aims to acquire Deribit while Waymo expands robotaxi production.
- Tech movements include OpenAI appointing Fidji Simo, Cisco introducing quantum networking chip, and Amazon unveiling Vulcan warehouse robot. Industry personnel changes involve executives from OpenAI, Meta, Amazon, and more. Upcoming events include Boomi World and Qlik Connect.
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