Companies, products, and big moves
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The week's enterprise-AI theme is "kill switches and minimum access." Today it came from a credit bureau. Experian launched an "Agent OS" today, putting ServiceNow's agents at the front of the queue and selling the rest of the package — identity controls,
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Experian is not where you'd expect the most thoughtful enterprise AI rollout of the year to come from. The 145-year-old credit data company lives in a regulated box, sells to lenders who live in an even more regulated box, and is the kind of incumbent that
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Jensen Huang and Clément Delangue sat down together on CNBC's Squawk Box the morning after the deal, and the joint interview answered the questions the announcement blog post did not: what the price was set against, whether the talent is being paid to stay, and how Nvidia plans
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Autonomy, trade policy, and a détente in Washington all moved on the same day. Here's what landed. Tesla said Thursday it is offering Cybercab rides in "limited areas of Austin, Texas" — the first time the two-seater with no steering wheel and no pedals has carried
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The AI buildout's capital markets didn't slow down after hours on Thursday: an AI data center operator quietly tripled its valuation, a smart ring maker filed to go public with real profits, and an autonomous trucking company took a third swing at a listing. Crusoe has
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Two big ownership stories landed after the OpenAI noise died down: Adobe finally named the person who has to defend it against AI-native rivals, and Oura put real numbers behind the smart-ring boom it helped start. Adobe will hand the chief executive role to Anil Chakravarthy on December
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The trading firm's second enormous compute deal in a month, plus a forecasting model that beats everything and can't be used commercially. Jane Street signed a five-year cloud contract with Crusoe worth about $13 billion, its second huge GPU commitment in weeks. Bloomberg reported the
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The rumors are over. Nvidia confirmed Thursday that it has a definitive agreement to acquire Hugging Face, the closest thing the open-model world has to a town square — and on the same day, a UAE research institute shipped what it calls the largest fully open model fleet in history,
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Microsoft did two things on Wednesday that look like bookkeeping and are not. It told investors what Azure earns — $29.42 billion in the June quarter, a figure it had refused to publish for a decade — and it collapsed three reporting segments into two, one of which it named "
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Two enterprise stories worth your attention this hour: an Amsterdam startup just closed one of the largest AI funding rounds of the year by selling companies a shared operating layer for agents, and Saudi Arabia's Humain is putting together a $2.5 billion fund to finance a quarter-
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Two AI stories worth a second look today — a neocloud jumps 2.4× in valuation between rounds, and Moonshot quietly files for Hong Kong. Neocloud Fluidstack closed a $1.5 billion round led by Jane Street at an $18 billion-plus valuation, according to people familiar with the matter — barely
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Uber is not trying to stop robotaxis. It is trying to make sure that when they arrive, they arrive on Uber's platform and pay Uber a cut. Every piece of the company's new labor politics — the union alliances, the workforce-transition language, the 85 percent rule