Agentic AI is likely to have an unwelcome side effect: Data wars and lawsuits between platforms. Data access skirmishes will proliferate as millions of AI agents start trying to complete tasks autonomously.
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.
Nvidia's GTC conference kicked off with a long keynote from CEO Jensen Huang, a roadmap extending in 2028 and an integrated AI stack that's hard for rivals to match.
Oracle and Nvidia expanded their partnership in a move that will bring Nvidia AI Enterprise, Nvidia Blackwell GB200 NVL72 and agentic AI blueprints to Oracle Cloud Infrastructure.
Nvidia launched DGX Spark, formerly Project Digits, and DGX Stations as it aims to bring AI supercomputers to students, developers, researchers and data scientists.
Nvidia launched a family of open reasoning AI models designed for agentic AI as well as new world foundation models.
Nvidia launched Blackwell Ultra, which aims to boost training and test time inference, as the GPU giant makes the case that more efficient models such as DeepSeek still require its integrated AI factory stack of hardware and software. Vera Rubin and Rubin Ultra on deck.
Zoom Communications is adding a set of agentic AI capabilities to Zoom AI Companion so it can take actions across its platform for collaboration and customer experience.
Kore.ai launched a platform to develop, deploy and manage agentic AI applications as a bevy of players race to become the orchestration layer for AI agents.
Enterprises are taking their own secret sauce--first party data--and combining it with AI models. The early results are promising, but you're also going to see mergers that are driven in part by first party data.
Databricks and Palantir said they will integrate platforms in a move designed to enable AI workflows and data architectures.
