AI infrastructure becomes one big leveraged bet
OpenAI's move to raise another $40 billion at a $300 billion valuation is being funded by Softbank, which in turn is paying for its bet with a lot of leverage.
OpenAI's move to raise another $40 billion at a $300 billion valuation is being funded by Softbank, which in turn is paying for its bet with a lot of leverage.
Amazon is putting its Nova family large language models (LLMs) on display for a tryout aims to spur developer interest. And if Alexa+, which is also available for early access, performs well Nova's profile will only increase.
AI agents remain the hot topic among BT150 CxOs and there’s little to no doubt multi-agent systems will be useful. However, there are doubts about vendor offerings, platform lock-in, data strategy, architecture and change management.
Cognizant is betting that it can embed agentic AI across enterprises. The strategy will be driven by the ability to design enterprise AI agents that work across systems, create industry-specific large language models and build its own platforms such as Cognizant Neuro AI, which is built on Nvidia's stack.
AI models are quickly including the physical world and multiple modalities and a humanoid robot inflection point may soon follow.
Raja Renganathan. Chief Growth Officer at Randstad Digital, said enterprises have invested heavily in various platforms, but need to focus on transformation—technical and cultural—to truly break workflow silos with AI.
CoreWeave filed to go public and it's unclear whether the company's debut on the stock market will be a signal of an AI infrastructure top or just a milepost on a multi-year buildout.
Workato launched Workato One, a platform designed for agentic AI workflows, AgentX Apps, pre-built agents that orchestrate business processes across multiple systems, and acquired DeepConverse, which specializes in automated customer support.
Given Anthropic, OpenAI and Microsoft are supporting MCP it's likely others will have to follow or create dueling standards for AI agent connections.
Databricks inked a five-year partnership with Anthropic to offer Claude models directly through the Databricks Data Intelligence Platform. Databricks also highlighted a system to enhance large language model performance without requiring label data.
Quantum computing is hogging the headlines in 2025 and it's ok to say it's the year of quantum--or maybe qubits--with 10 months to go in the year. The quantum computing developments are flying, but it's worth noting that we're years away from big commercial adoption.
Quantinuum quantum computers have created true verifiable randomness in a project that could be valuable to cybersecurity.