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AI & Enterprise

Race heats up for AI agent platform that knows the company best

Competition among enterprise technology companies is intensifying to secure the title of the AI agent that corporate users use first at work. Companies spanning data infrastructure software and business applications are entering a race to build AI agent platforms that can safely and effectively use data across internal systems, including third-party systems. As technologies such as the Model Context Protocol evolve, firms are repositioning strategies, partnering while also competing, and accelerating investment across data and application layers.

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

Observability competition heats up as Snowflake pushes data platform edge

Snowflake entered the observability market after acquiring Observe in January, putting it in competition with Cisco-owned Splunk, Datadog and New Relic. Jeremy Burton (제레미 버튼), Observe founder and head of Snowflake\'s observability business, said Snowflake’s data platform can strengthen competitiveness by addressing fragmented data and high costs. He also highlighted AI agents, and Snowflake’s launch of PG Lake and a public preview of Data Mirroring at Snowflake Summit 26 in San Francisco.