SAP bets $1.16B on 18-month-old German AI lab and says yes to NemoClaw

SAP plans to buy German AI startup Prior Labs and invest heavily in it. It is also prohibiting customers’ agents use to a select few like Nvidia’s NemoClaw.

Sierra raises $950M as the race to own enterprise AI gets serious

The raise gives Sierra more than $1 billion to work with — capital the company says it will use to become the “global standard” for AI-powered customer experiences.

Amazon opens up its global logistics network to all businesses

The new service, called Amazon Supply Chain Services, pits the e-commerce giant directly against UPS and FedEx.

Salesforce is crowdsourcing its AI roadmap — with customers 

Salesforce lets its customers lead its product roadmap with the thinking that if one enterprise customer has a problem, the others likely do too.

Satya Nadella says he’s ready to ‘exploit’ the new OpenAI deal

Microsoft gets to offer OpenAI’s tech to its cloud customers and doesn’t have to pay for it. “We fully plan to exploit it,” Nadella said.

Google Cloud surpasses $20B but says growth was capacity-constrained

Google Cloud topped $20B in quarterly revenue for the first time, fueled by surging demand for AI. But capacity constraints mean it could have grown even faster.

OpenAI ends Microsoft legal peril over its $50B Amazon deal

OpenAI has won major concessions from its largest shareholder, Microsoft, that will allow it to sell products on AWS, while Microsoft get more cash in a revenue-share agreement.

Data center demand drives 66% surge in natural gas power plant costs

Natural gas power plant costs have nearly doubled in two years and take 23% longer to build as data center electricity demand skyrockets.

Google to invest up to $40B in Anthropic in cash and compute

Google plans up to $40B investment in Anthropic as AI rivals race to secure massive compute capacity, following the limited release of its powerful, cybersecurity-focused Mythos model.

In another wild turn for AI chips, Meta signs deal for millions of Amazon AI CPUs

Meta has commandeered a big chunk of Amazon’s homegrown CPUs (not GPUs) for AI agentic workloads, signaling that a new kind of chip race has begun.