AI
Sharon AI Turned an Earnings Release Into a $1.25 Billion GPU Flex
Sharon AI used a May 16 results post to show off sovereign AI factories, giant contracts, and enough GPU swagger to make enterprise infrastructure briefly feel cinematic.
AI
SAP Turned ERP Into an Agent Factory, and It’s Alarmingly Coherent
SAP’s Joule Studio turns enterprise process soup into governed agents, apps, and workflows. It is deeply SAP, mildly theatrical, and more practical than most.
AI
MongoDB Turned Agent Memory Into Database Plumbing. It Might Actually Help.
MongoDB's May 7 London launch tries to make agents less forgetful and less duct-taped. The pitch is glorified data plumbing, which is exactly why it feels credible.
AI
Collibra Built an AI Panopticon for Agents
Collibra’s AI Command Center promises real-time oversight for agentic AI. The branding is surveillance chic, but the enterprise logic is harder to mock than I’d like.
AI
IBM Built a Control Plane for AI Agents. It Looks Weirdly Useful.
IBM's Think 2026 pitch is simple: your future AI mess needs a traffic tower. Peak enterprise theater, but the controls and data plumbing are annoyingly coherent.
Enterprise Tech
Planful Wants to Forecast Your Quarter in a Chat Window
Planful’s new Planner Assistant turns FP&A into a conversation. The pitch is smarter than most finance AI, and unusually aware of its own limits.
Review
Quickbase Wants to Vibe-Code Your Back Office. The Guardrails Are Real.
Quickbase’s Pave wants to turn vibe coding into governed business software. The pitch is oddly sensible, the guardrails are real, and that might be the whole point.
AI
Reltio Wants to Feed PDFs to Enterprise AI — Finally, a Data Janitor With Ambition
Reltio’s April 24 release turns PDFs, transcripts, and data sprawl into governed context for AI agents. It is glorified enterprise plumbing, which is why I kind of like it.
Enterprise Tech
Sage Gets HR, Payroll, and Finance in One Place — Naturally It Sent an Agent
Sage HCM wants mid-market companies to stop reconciling HR, payroll, and finance by ritual. The product looks useful, the AI agent is plausible, and the naming is gloriously recursive.
Deals
Hitachi Finally Finished Its 17-Year Spring Cleaning and I Respect the Commitment
Hitachi is shedding its last noncore business after a 17-year overhaul, which is either ruthless strategic focus or the most disciplined corporate decluttering of all time.
Launch
Redis Wants to Tame Production ML — Feature Stores Just Got a Corporate Handler
Redis just launched Feature Form to civilize production ML plumbing. The pitch is bureaucratic, the controls are real, and that is precisely why it might work.
Enterprise Tech
Equinix Wants AI to Run Your Network — Because Humans Keep Touching It
Equinix’s Fabric Intelligence makes enterprise networking more adaptive for AI workloads. Smart, slightly grandiose, and more useful than most agent theater.