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IBM's CEO says AI industry isn't a bubble, but a race for 7.5 billion subscribers worldwide

IBM CEO Arvind Krishna rejects fears of an AI bubble, arguing the industry mirrors social media's evolution where a few winners emerged from many competitors. Speaking on The Verge's Decoder podcast, he explains that success depends on capturing subscribers at scale, though he acknowledges uncertainty about which companies will ultimately dominate the market.

Business2 sources

IBM's CEO says AI industry isn't a bubble, but a race for 7.5 billion subscribers worldwide

Business2 sources

Snowflake stock climbs as analysts highlight AI strength and customer adoption momentum

Snowflake stock gained 2.43% as JPMorgan and RBC Capital maintained bullish ratings ahead of earnings. The company's AI business crossed $100 million in annual recurring revenue a quarter early, while Fortune 150 customers highlight its central role in their AI and data strategy. Analysts point to strong competitive positioning and increased AI workloads as key growth drivers.

Business2 sources

Snowflake stock climbs as analysts highlight AI strength and customer adoption momentum

Business2 sources

Salesforce raises AI prices as Agentforce gains traction but investor doubts persist

Salesforce is increasing prices for its AI agent platforms while reporting $540 million in annual recurring revenue from Agentforce, growing 330% year-over-year. Despite beating earnings expectations with $10.3 billion in Q3 revenue, the company's stock has dropped 26% in 2025 as investors question whether AI investments will deliver promised returns.

Business12 sources

Salesforce raises AI prices as Agentforce gains traction but investor doubts persist

Business12 sources

Google Workspace Studio launches to help businesses create AI agents without coding experience

Google has launched Workspace Studio, a no-code platform that enables Business and Enterprise users to create, manage, and share AI agents powered by Gemini 3. The tool integrates with Gmail, Drive, and third-party apps like Salesforce and Jira, allowing employees to automate repetitive tasks using simple natural language prompts. Over 20 million tasks have already been automated in the past month.

Technology12 sources

Google Workspace Studio launches to help businesses create AI agents without coding experience

Technology12 sources

FCA launches AI Live Testing with major UK banks to deploy AI under regulatory supervision

The FCA has commenced AI Live Testing with seven financial firms including NatWest, Monzo, and Santander. The initiative enables live deployment of AI applications in retail financial services under regulatory supervision, focusing on debt resolution, financial advice, and customer engagement while ensuring responsible AI innovation.

Policy2 sources

FCA launches AI Live Testing with major UK banks to deploy AI under regulatory supervision

Policy2 sources

Nebius leverages Microsoft, Meta contracts to fuel AI expansion across Europe and US markets

Netherlands-based data center operator Nebius is capitalizing on multi-billion dollar contracts with Microsoft and Meta to accelerate its AI infrastructure business. The $17 billion Microsoft deal and $3 billion Meta tie-up have driven the company's stock up 248% this year, pushing its market capitalization past $25 billion as it positions itself as Europe's biggest neocloud provider.

Business2 sources

Nebius leverages Microsoft, Meta contracts to fuel AI expansion across Europe and US markets

Business2 sources

Microsoft slashes AI sales targets as enterprises resist paying premium for unproven agents

Microsoft has cut AI sales growth targets by up to 50% after most Azure salespeople missed ambitious quotas for its Foundry platform. The move signals enterprise customers aren't ready to pay premium prices for AI agents that still struggle with real-world tasks. The company's stock dropped over 2.5% following the report, reflecting broader investor concerns about converting AI hype into actual revenue.

Business10 sources

Microsoft slashes AI sales targets as enterprises resist paying premium for unproven agents

Business10 sources

AI drives workforce transformation as leaders rethink talent management and restructuring strategies

AI is reshaping how organizations hire, retain, and develop talent as tech job postings remain 30% below pre-pandemic levels. While over 22,000 tech workers faced layoffs in early 2025, demand for AI expertise has surged. Leaders from Salesforce, IBM, and Indeed reveal how they're closing skill gaps through upskilling, AI agents, and skills-based talent management to navigate this transformation.

Business2 sources

AI drives workforce transformation as leaders rethink talent management and restructuring strategies

Business2 sources

ServiceNow acquires Veza to tackle identity governance challenges in enterprise AI deployments

ServiceNow signed an agreement to acquire identity management platform Veza for over $1 billion, marking its sixth acquisition this year. The deal addresses a critical bottleneck in enterprise AI deployments: identity governance for both human and AI agent identities. Veza's Access Graph technology will integrate with ServiceNow's AI Control Tower to help organizations mitigate security risks as they scale autonomous AI agents.

Startups4 sources

ServiceNow acquires Veza to tackle identity governance challenges in enterprise AI deployments

Startups4 sources

CrowdStrike sees upbeat quarterly revenue as AI adoption drives endpoint security demand

CrowdStrike forecasts fourth-quarter revenue up to $1.30 billion, surpassing Wall Street estimates as AI adoption fuels demand for endpoint security. CEO George Kurtz reports renewed interest in EDR as GenAI applications like ChatGPT and AI browsers create new vulnerabilities on endpoint devices, marking a turnaround after last year's software outage.

Business2 sources

CrowdStrike sees upbeat quarterly revenue as AI adoption drives endpoint security demand

Business2 sources

Universities scramble to rethink exams as 92% of UK students now rely on AI for coursework

Student AI use has exploded, with 92% of UK undergraduates now using AI tools—up from 66% in 2024. As generative AI transforms how students learn and complete assignments, universities face mounting pressure to fundamentally redesign assessments. The shift raises urgent questions about academic integrity, critical thinking, and how to prepare students for an AI-driven workplace.

Entertainment2 sources

Universities scramble to rethink exams as 92% of UK students now rely on AI for coursework

Entertainment2 sources

Yoodli triples valuation to $300M with $40M Series B for AI that assists, not replaces workers

Seattle-based Yoodli has tripled its valuation to over $300 million following a $40 million Series B funding round led by WestBridge Capital. The AI-powered communication training startup reported 900% revenue growth over the past year as it positions itself as a tool to assist workers rather than replace them with automation.

Startups5 sources

Yoodli triples valuation to $300M with $40M Series B for AI that assists, not replaces workers

Startups5 sources

Anthropic launches Claude for Nonprofits with 75% discounts and free AI training to boost capacity

Anthropic unveils Claude for Nonprofits on Giving Tuesday, offering up to 75% discounts on AI tools, free training courses, and integrations with nonprofit platforms. The initiative aims to help resource-strapped organizations automate tasks like grant writing and donor segmentation while addressing concerns about privacy and safety in AI adoption.

Technology4 sources

Anthropic launches Claude for Nonprofits with 75% discounts and free AI training to boost capacity

Technology4 sources

Amazon's Rufus AI Chatbot Drives 100% Surge in Black Friday Purchases

Amazon's AI shopping assistant Rufus significantly boosted Black Friday sales, with sessions resulting in purchases increasing 100% compared to non-AI sessions. The data reveals growing consumer adoption of AI for holiday shopping across the retail sector.

Business3 sources

Amazon's Rufus AI Chatbot Drives 100% Surge in Black Friday Purchases

Business3 sources

UN Report Warns AI Could Deepen Global Inequality Without Strong Policy Action

A United Nations Development Program report warns that AI could worsen gaps between wealthy and poor nations, echoing the Industrial Revolution's Great Divergence. The report highlights that about a quarter of the Asia-Pacific region lacks online access, and without investment in digital infrastructure and education, millions risk being stranded in an AI-driven economy.

Policy8 sources

UN Report Warns AI Could Deepen Global Inequality Without Strong Policy Action

Policy8 sources

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