U S Market

Hammond tells MSPs to pick a vertical and one problem

N-able's Stefanie Hammond gives MSPs a 10-step playbook: one niche, one problem, a 100-account list, and a sales process checked before buying more leads.

DoD Awards Multi-Vendor AI Contracts Worth Up to $200M Each

DoD awarded up to $200M each to four AI vendors, while marketplace Glass added AI tools. Two separate stories that both show AI entering government purchasing.

Anthropic’s mega-IPO prep is forcing enterprise buyers to treat AI vendors like long-term critical infrastructure

Bloomberg reports Anthropic is sizing an IPO to rival SpaceX’s record, while its revenue run rate and policy moves push enterprise procurement toward stronger g

AI capex scrutiny is reshaping how enterprise buyers justify tech spending

Wall Street's $890B single-day tech wipeout signals a new era of ROI pressure on AI infrastructure decisions.

U.S. B2B tech spending hit $35.3 billion in the first half of 2026, and the second half looks different

Circana puts H1 2026 B2B technology revenue at $35.3B, up 10% YoY. Growth moderates to 6% in H2 as pricing dynamics shift and teams rethink GTM.

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.

Critical minerals money is arriving just as the iron ore that feeds it goes on strike

Critical minerals funding, an iron ore strike, and a cooling U.S. jobs market are hitting procurement and supply-chain teams at the same time.

AI infrastructure spending is splitting the semiconductor sector in two

Samsung's chip profit surged 250-fold while Qualcomm and Arm stumble on smartphone weakness, revealing a widening divide in enterprise hardware demand.

AI investment is reshaping the U.S. startup market, and the best employers are proving it

U.S. startups captured 64% of global venture funding in 2025, up from 56% the year before, with AI alone drawing $211 billion.

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.

Samsung chip profit soared 250-fold this earnings season, and AI infrastructure spending shows no sign of slowing

AI hardware demand drove Samsung's chip unit to a 250-fold profit surge, while Palantir, Cloudflare, and Hon Hai posted outsized results, splitting the enterpr

Anthropic's IPO path and hyperscaler dependency on foundation models dominate August AI market debate

Two separate CNBC investor conversations spotlight Anthropic as a possible IPO candidate and warn that cloud hyperscalers' AI ambitions are tied to OpenAI and Anthropic's commercial success.

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.

Forbes AI 50 and Next Billion-Dollar Startups lists show AI has moved from hype to revenue proof

OpenAI and Anthropic alone have raised $242.6B, while Forbes' pre-unicorn list is nearly all-AI, signaling a market shift enterprise buyers can't ignore.

B2B digital commerce is hitting escape velocity, and distributors who ignore it are already behind

Amazon's 20% Q2 growth and Watsco's 37% digital revenue share signal that B2B ecommerce is no longer optional for distributors and operators.

Meta is building a cloud business to sell AI compute, putting pressure on AWS, Azure, and Google Cloud

Meta is forming a cloud unit to sell excess AI computing power to enterprise customers, setting up a direct challenge to the hyperscaler incumbents.

AI startups collectively raised $305.6 billion as Forbes' 2026 lists show enterprise AI going mainstream

Forbes' 2026 AI 50 and Next Billion-Dollar Startups lists reveal a maturing AI market where revenue discipline and enterprise specificity now matter more than s

Adobe CMO Lara Balazs says marketing leaders must reinvent themselves continuously or risk irrelevance

Adobe's CMO Lara Balazs, speaking at Cannes Lions 2026, says the modern marketing chief must act as "customer zero" and constantly disrupt their own assumptions

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.

The 2026 Forbes AI 50 reveals $305.6 billion in venture funding consolidating fast around a handful of giants

OpenAI and Anthropic account for roughly 80% of the $305.6 billion raised across the Forbes AI 50, while 20 newcomers like Rogo and Gamma show vertical AI gaining commercial traction.

Amazon Business hits $60 billion in annualized gross sales as agentic AI reshapes B2B procurement

Amazon Business has reached $60B in annualized gross sales, a milestone that arrives just as agentic AI begins rewiring how B2B buyers discover and purchase.

Salesforce pledges $1 billion to Switzerland as Agentforce moves from pilot to production

Salesforce's five-year, $1B Switzerland commitment backs Agentforce deployments already running at scale across healthcare, retail, ag, and events.

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.

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.

SpringDB clients double or triple conversions by treating ZoomInfo as a full GTM platform, not a single-team tool

Go-to-market consultancy SpringDB reports 2X–3X conversion lifts and 300% database usability gains after rebuilding client data on ZoomInfo's AI GTM platform.

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 this quarter: Box and DocuSign post steady growth while IBM's AI capex warnings rattle cloud software buyers.

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.

Accenture Edge and Google Cloud target midmarket AI gap with pre-built agentic tools

Accenture Edge and Google Cloud are offering midmarket companies pre-configured agentic AI tools built on Gemini, aimed at firms under $3B in revenue.