AI continues to suck all the air and the dollars out of the room, with a flurry of new models and new fundings this week. It’s still a breakneck race in AI, as OpenAI, Anthropic and Google all released new models and agents. In particular, OpenAI debuted its GPT-5 flagship model, which combines the reasoning ...

Palo Alto Networks is charging full speed ahead on attempting to be as much of a one-stop cyber shop as is possible in the fast-changing field, buying CyberArk for a stunning $25 billion. Investors weren’t especially happy, but properly integrated, it’s probably worthwhile long-term. And as Zeus Kerravala notes, it’s a good addition for its ...

Artificial intelligence companies are largely cheering President Trump’s “AI Action Plan” issued this week — no surprise, since it reduces regulations to make it easier for them to make money. But there could be some problems, in particular the insistence on “objective” and “anti-woke” results, which is code for “truths that Trump doesn’t like.” Besides, AI ...

At AWS Summit NYC this week, Amazon made a concerted push to help enterprises field artificial intelligence agents, and we had all the news and interviews, including Amazon Web Services CEO Matt Garman. Hardly one to be left out, OpenAI introduced a ChatGPT agent to enable browsers to accomplish multistep tasks. Meantime, OpenAI is tapping ...

With Nvidia hitting a market capitalization of $4 trillion, it’s time to wonder if we could be hitting some kind of peak in investor interest in artificial intelligence. But it sure hasn’t shown up yet. This week we saw Amazon considering another huge investment in Anthropic — perhaps to help it field an AI agent ...

Artificial intelligence model providers such as OpenAI and Anthropic that have had a mostly free ride on scraping the entire internet to train their models may be facing a serious roadblock now.  Internet infrastructure services firm Cloudflare this week enabled website operators to charge AI developers for access to their material. It’s a bit of ...

We already know AI agents are the next big thing, at least until the next next big thing arrives, like, say, next week, but it’s clear many companies are making big bets on them. That includes untold numbers of companies offering myriad ways to build, deploy and govern them — a dozen or so of ...

Amazon CEO Andy Jassy said the quiet part out loud this week, predicting AI will reduce its workforce. At least he’s honest about it, even if he trotted out the “free up workers for higher-value work” cliche. Microsoft is reportedly laying off 3% of its staff too, no doubt for partly the same reason. Can ...

The artificial intelligence era won’t be decided only by providers of large language models such as OpenAI. Databricks made a big play at its annual Data+AI Summit in San Francisco this week to lead the way to AI agents, the next big thing in AI, using its data platform as a springboard. It also announced ...

Snowflake made a big play this week at its annual Summit to own a larger swath of the artificial intelligence opportunity — still based on data but bringing in AI models, agents and other software to get stuff done. As Dave Vellante and George Gilbert put it in their Breaking Analysis deep dive, enterprise data ...