Oracle is aggressively expanding AI datacenter capacity to serve demand tied to customers and partners including OpenAI, xAI, Meta, Nvidia, and AMD. The deal for OpenAI alone is set to be worth about $300 billion over five years.
Goldman Sachs' Chief Equity Strategist Peter Oppenheimer has called the recent sell-off in U.S. tech stocks a rare 'buying opportunity,' suggesting that the current market conditions may favor investment in this sector.
Cimulate develops technology that responds precisely to this need. The company has built a so-called "intent-aware context engine," a system that analyzes both real and simulated customer experiences to better understand what a shopper is looking for. This enables online stores to display more relevant search results and make personalized recommendations throughout the purchasing process. By integrating this technology into Agentforce Commerce, Salesforce wants to make it easier for consumers to discover and compare products in real time.
A major problem for software companies is that their opponent is largely hypothetical. Even if both companies report blockbuster earnings, there's still the counterargument that AI will eventually eat their lunch.
