Software

U.S. B2B tech spending hit $35.3 billion in H1 2026, with cloud leading at 15% growth

Circana's latest forecast puts U.S. B2B tech reseller revenue up 10% in H1 2026, with cloud, hardware, and software all posting gains.

OpenAI pauses its Astra model over cybersecurity risks, signaling tighter AI governance for enterprise buyers

OpenAI halted development work on its Astra AI model after discovering the system showed unexpectedly high cybersecurity capability, raising compliance flags fo

Bending Spoons acquires Airtable at 2.7x ARR, an 89% collapse from its 2021 peak valuation

Bending Spoons is buying Airtable at a $1.29B enterprise value, a fraction of its $11.7B 2021 peak, sending a sharp signal to B2B SaaS operators.

Enterprise AI's ROI reckoning: budget discipline, open-weight models, and industrial acquisitions are reshaping how operators deploy

Three forces are converging in enterprise AI: tighter spending controls, cheap open-weight models, and multibillion-dollar industrial deals.

74% of enterprises run AI in production, but half can't prove it pays off

AI is live across enterprise operations, yet ROI blindness, vendor dependency, and a data-center land rush signal a market at a critical inflection point.

U.S. B2B tech spending hit $35.3B in H1 2026, with cloud leading at 15% growth

Circana's latest forecast shows B2B technology reseller revenue up 10% year over year, with cloud, hardware, and software all posting gains.

Palantir's U.S. commercial revenue jumps 149% as enterprise AI sovereignty demand accelerates

Palantir's Q2 2026 results show U.S. commercial revenue up 149% year-over-year to $764M, signaling a decisive shift in how enterprises are buying AI.

Progress Software acquires Domo's AI and data platform for $400 million

Progress Software is paying $400M for Domo's AI and data platform, adding 2,400+ enterprise customers and an agentic analytics layer to its AI infrastructure st

Fiserv and Stuut bring agentic AI to enterprise order-to-cash, with $2B in invoices already processed

Fiserv's Commerce Hub and SnapPay are integrating with Stuut's AI agent, which has already processed more than $2B in B2B invoices since the startup's 2024 foun

Dreamforce 2026 puts the agentic enterprise on trial in San Francisco this September

Salesforce's Dreamforce runs September 15–17 in San Francisco, centering on autonomous AI agents, Data 360, and governance at scale.

94% of B2B buyers fact-check AI research before trusting it, TrustRadius finds

TrustRadius's 2026 B2B Buying Disconnect Report shows AI speeds software research but hasn't replaced peer reviews, demos, or trials as the decisive buying sign

AI startups are proving they can build real businesses, and Forbes' 2026 lists show exactly where the money is going

From $30B revenue run rates to sub-$1B unicorn candidates, Forbes' 2026 AI rankings map where enterprise AI investment is concentrating.

HCLTech's Advanced AI revenue jumps 62% as record $2.4B bookings quarter signals enterprise AI spending is accelerating

HCLTech posted record Q1 bookings of $2.4B and 62% Advanced AI revenue growth, anchored by a $1.14B digital workplace deal and a $370M AI data center bet.

Anthropic and Blackstone launch $1.5B AI implementation firm Ode, betting enterprise deployment beats model-building

Ode, a $1.5B joint venture backed by Anthropic, Blackstone, and Goldman Sachs, launches 100 forward-deployed engineers to wire AI into enterprise operations.

94% of B2B buyers fact-check AI research, and peer reviews still close the deal

TrustRadius's 2026 B2B Buying Disconnect Report finds AI is now standard in software purchasing, but human validation remains the decisive factor.

Spectro Cloud crosses $1B valuation with $100M Series D led by Goldman Sachs

Spectro Cloud raised $100M at a $1B+ valuation, with Goldman Sachs leading, as enterprises push hard to contain runaway AI infrastructure costs.

OpenAI's $150 million enterprise push puts forward deployed engineers inside client operations

OpenAI launched a standalone services firm and a $150M partner program to close the gap between AI model access and real enterprise deployment.

Adobe is building an AI content empire through Firefly Foundry, Topaz Labs, and a string of capability acquisitions

Adobe is expanding its enterprise AI stack with Firefly Foundry, the Topaz Labs acquisition, and custom model tools aimed at brand consistency at scale.

Adobe's AI-first ARR triples year over year, surpassing $500 million as Q2 revenue hits a record $6.62 billion

Adobe posted record Q2 revenue of $6.62 billion, with AI-first ARR tripling year over year and surpassing $500 million, prompting a full-year revenue guidance r

Agentic procurement doesn't build a leaner finance team: it builds a different one

The question landing in nearly every finance leader's inbox right now is some version of the same thing: what does AI actually change for our teams? It's a fair question, and the honest answer is that much of what's been marketed as transformation has fallen short of the label. Automation tools have

Chinese AI models now handle nearly a third of enterprise tokens at one-tenth the cost of US rivals

Open-weight models from DeepSeek, Z.ai, and ByteDance are capturing production workloads fast, and the price gap is driving the shift.

AI is deployed in 57% of enterprises, but only 11% have hit their top two goals

Kyndryl's 2026 People Readiness Report finds enterprise AI deployment has surged while workforce confidence and goal attainment have both fallen.

Wipro's large deal bookings hit $1.6B in Q1, growing 12.9% sequentially as AI-enabled contracts anchor growth strategy

Wipro posted $1.6B in large deal bookings for Q1 FY27, a 12.9% sequential jump, even as overall IT services revenue dipped slightly quarter-over-quarter.

RainFocus connects Adobe Workfront and AEM to event workflows, closing the manual data gap for enterprise marketing teams

RainFocus launched two Adobe Experience Manager integrations that sync session data and enforce brand governance across large-scale event programs.

SAP is redeploying workers and cutting travel costs to fund an all-in AI push

SAP is tightening hiring and travel budgets to redirect capital toward AI, while completing acquisitions and rolling out agentic software for enterprise ops.

Google's Gemini 3.5 Pro slips behind schedule as compute constraints ripple across AI industry

Google's next flagship Gemini model is months behind on coding benchmarks while AI compute scarcity reshapes vendor relationships and product timelines industry

Salesforce commits $1 billion to Switzerland over five years to expand Agentforce deployments

Salesforce is putting $1B into Switzerland over five years, backing agentic AI rollouts, workforce programs, and partner expansion across Swiss enterprise secto

Box, DocuSign, IBM, and the week's SaaS earnings signal a market in transition

Enterprise SaaS earnings diverge sharply in mid-2026: Box and DocuSign post steady growth while IBM's AI capex warnings rattle cloud software buyers.

Anthropic's $1.5B implementation venture Ode signals that deploying AI beats building it

Ode with Anthropic, a $1.5B joint venture with Blackstone, bets forward-deployed engineers are the missing link in enterprise AI adoption.

Kaspersky selects WebEngage for B2B marketing automation, treating data governance as a procurement requirement

Kaspersky chose WebEngage for marketing automation after vetting it like a security product, with PII controls and secure access built in from day one.