Salesforce is crowdsourcing its AI roadmap — with customers 

Salesforce lets its customers lead its product roadmap with the thinking that if one enterprise customer has a problem, the others likely do too.

Google Cloud surpasses $20B but says growth was capacity-constrained

Google Cloud topped $20B in quarterly revenue for the first time, fueled by surging demand for AI. But capacity constraints mean it could have grown even faster.

Claude Cowork is becoming shared workplace infrastructure

Anthropic is pushing Claude Cowork beyond preview with enterprise controls, analytics, and connector governance, a sign it wants the product used across operations, finance, marketing, and legal, not kept inside technical teams.

OpenAI calls in the consultants for its enterprise push

OpenAI is partnering with four consulting giants in an effort to see more adoption of its OpenAI Frontier AI agent platform.

The enterprise AI land grab is on. Glean is building the layer beneath the interface.

In this week’s episode of the Equity podcast, Glean CEO Arvind Jain explains the company’s shift from enterprise search tool to middleware layer for enterprise AI.

Cohere’s $240M year sets stage for IPO

Cohere surpassed $240 million in annual recurring revenue in 2025, highlighting strong enterprise AI demand as the Canadian startup positions itself for a potential IPO amid intensifying competition from OpenAI and Anthropic.

Anthropic adds Allianz to growing list of enterprise wins

Anthropic announces its first enterprise deal of 2026 which includes building agents and for, and giving Claude code, to Allianz.