Strategy
176 analyses
Salesforce reports 2Q27 revenue 11% above estimates and Agentforce at $1.5 billion in ARR, launching a plug-in that installs 37 sales skills within Claude, turning the tide against the anti-SaaSpocalypse.
Chinese company Z.ai reveals that the stealth model Ox Alpha is GLM-5.3-Flash, an MoE with 320 billion parameters and 1 million context tokens, under MIT license and approximately 10 times cheaper than GLM 5.2.
First public numbers from OpenAI's chip in partnership with Broadcom show up to 1.9x more work per watt than Nvidia's Blackwell in InferenceX. Volume won’t arrive until 2027, and Nvidia announces results today.
One day after the largest secondary offering ever made in Hong Kong, the Chinese group launched a model that generates 30-second videos from PDFs and spreadsheets, priced at $0.05 per second in 480p.
The license for the Model Factory and the arrival of over 100 engineers from Poolside positions Nvidia as the owner of an open-source model, not just the silicon that makes the model run.
OpenAI reduced the pricing for the frontier model Sol by more than 20% on August 21. The cost curve works against firms reliant on senior associate hours, just before Harvey and Legora consolidate their contracts.
August 17 announcement puts Anthropic on a vertical growth trajectory while Deutsche Bank, HSBC, and Santander try to convert hiring into cuts. The question is no longer when to adopt, but who pays the bill.
OpenAI reduced the launch price of GPT-5.6 Sol by 33% on August 21, making the model cheaper than Anthropic's Claude Opus 5 and intensifying the price competition among leading AI model providers.
Reuters reports a turn in outsourcing models: American clients demand lower prices and higher productivity, and TCS leads the structural cut with 23,460 exits in FY26.
Four major global banks have integrated FalconTST 2.0 into their forex systems; Ant's model claims to reduce hedging costs and allocation by over 60%.
SAP announced on August 19 that NTT DATA will unify HR for 232,000 employees using SuccessFactors, Business Data Cloud, and Joule, with a 12-month migration and use as a showcase for clients.
The changelog from August 19 promoted Admin API, Files API, Agent Skills, and Managed Agents to general availability. This package addresses most governance objections that delayed corporate contracts.