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Enterprise AI agents mark a shift in software, unlocking new productivity and digital labor potential, according to Salesforce’s Marc Benioff.AI play_arrow

From SaaS to Service as Software: Inside Marc Benioff’s plan to upend enterprise software

Everyone’s talking about enterprise AI agents, but few are ready for what it really takes to make them work. Thousands of startups are building narrow-purpose agents, especially for customer-facing tasks. But real enterprise transformation demands more than just spinning up chatbots — it requires the integration of systems of intelligence ...


CLOUD

Power-hungry clouds: Inside tech’s most expensive quarter

Based on this quarter’s earnings reports, it’s clear to us that demand is not the constraint for hyperscale clouds. They are, however running headlong into the hard limits of physics.  Access to megawatts, liquid‑cooled racks and a graphics processing unit supply chain that begins and ends with Nvidia Corp. (and ...