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AI & Enterprise

Palo Alto Networks to acquire Portkey to strengthen AI agent security platform

Palo Alto Networks will acquire AI gateway startup Portkey as it seeks to bolster its security platform for AI agents. Portkey provides a central control platform to manage and protect autonomous AI agents. It currently processes tokens on a monthly scale of several trillion and supports low-latency communication between agents. After the deal closes, Palo Alto Networks plans to integrate Portkey into its Prisma AIRS AI runtime security platform as its AI gateway.

Telecommunications & Media

Tim Cook says Mac mini, Mac Studio supply shortages to last for months as AI workload demand rises

Apple expects supply shortages of its Mac mini and Mac Studio computers to continue for several months. Tim Cook said on a post-earnings conference call that demand for AI workloads is exceeding manufacturing capacity. He said demand to run local AI agents such as OpenCLo is driving a surge in orders for models equipped with higher-capacity memory, a key factor behind the shortages.

AI & Enterprise

Atlassian wins back record number of ITSM rival customers, steps up pressure on ServiceNow

Atlassian said it won back a record number of customers from major IT service management rivals in the last quarter. CEO Mike Cannon-Brookes said on a fiscal third-quarter earnings call that customers are moving from legacy systems to a more modern, AI-native Atlassian platform. The Register reported the comments were seen as targeting ServiceNow. ServiceNow is also facing pressure from Salesforce, whose CEO said it secured five ServiceNow customers.