As AI jitters rattle IT stocks, Infosys partners with Anthropic to build ‘enterprise-grade’ AI agents

Under the partnership, Infosys plans to integrate Anthropic’s Claude models into its Topaz AI platform to build so-called “agentic” systems.

Fractal Analytics’ muted IPO debut signals persistent AI fears in India

As India’s first AI company to IPO, Fractal Analytics didn’t have a stellar first day on the public markets, as enthusiasm for the technology collided with jittery investors in the wake of a sell-off in Indian software stocks.

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.

IBM will hire your entry-level talent in the age of AI

IBM plans to triple its entry-level hiring in the U.S. in 2026 but these jobs will have different tasks than in previous years.

AI inference startup Modal Labs in talks to raise at $2.5B valuation, sources say

General Catalyst is in talks to lead the round for the four-year-old startup, according to our sources.

Hauler Hero collects $16M for its AI waste management software

Hauler Hero has seen its customer base, revenue, and head count double since the company raised its seed round in 2024.

Databricks CEO says SaaS isn’t dead, but AI will soon make it irrelevant

AI isn’t going to replace major SaaS apps with vibe-coded versions, Databricks CEO Ali Ghodsi believes. But it could give rise to competitors.

Workday CEO Eschenbach departs, with co-founder Aneel Bhusri returning as CEO 

Bhusri said in a statement that the company’s next chapter would be focused on AI.

AWS revenue continues to soar as cloud demand remains high 

AWS recorded its best quarter, in terms of revenue growth, in 13 quarters in Q4 2025 as AI drives AWS adoption.