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AI & Enterprise

Context before models as agentic OS race intensifies

Competition is intensifying over platforms that optimise multiple AI models with internal corporate data so AI can better understand organisations and execute tasks. Enterprise software companies are treating such platforms, which help AI grasp corporate context and play an operating system role, as strategically important. Microsoft, Snowflake, Adobe and SAP have highlighted products and strategies focused on context layers, governance and services for AI agents, while interest also rises in PCs and chips running AI locally.

AI & Enterprise

Race to control AI agent data layer intensifies among leading firms

The enterprise software landscape is rapidly reshaping around AI agents, intensifying competition among vendors seeking to lead early. A battle over data access is emerging as more companies block outside products from connecting to their platforms, with Microsoft joining the trend. Databricks was blocked from linking its platform data to Microsoft Power BI during tests of a new feature. Rivals are pushing standards for semantic layers, while SAP restricts external agent access through its API policy.

AI & Enterprise

Cerebras IPO surge focuses Wall Street money on SpaceX and OpenAI

AI chip designer Cerebras Systems surged about 70 percent on its first day of trading, signalling renewed investor interest in U.S. technology IPOs. Its debut lifted its market value to about $95 billion, marking the biggest U.S. IPO this year and the largest tech listing since Uber in 2019. Analysts also see a widening concentration of capital on mega-sized candidates such as SpaceX, OpenAI and Anthropic, while non-AI software companies face weaker demand.