Software that acts on its own: sales, support, coding, operations.
Microsoft showed a version of Windows in which an AI coding model and parts of Copilot run on the computer itself instead of in the cloud, and a security tool, Microsoft Execution Containers, that limits which data an AI agent can reach. It also presented…
Finance angle The finance angle is where AI work gets paid for. A model that runs on the laptop shifts spending from cloud usage to the device: Nvidia earns from the chip, Microsoft from the hardware and Windows, and the buyer pays once instead of per query. The price puts the machine against Apple's MacBook Pro, which the report…
Read the report at Reuters via BNN Bloomberg ↗
According to a report by The Information, relayed by Investing.com, Microsoft had been on course to spend at least $1 billion this year on its employees' use of Anthropic's Claude and has since reduced that by more than a third, with managers steering staff…
Finance angle Two of Anthropic's largest customers are trimming a bill that ran at roughly $1 billion a year at Microsoft alone, a sign that big buyers of coding assistants are pushing back on cost and building substitutes. The report separates this from resale: spending by Microsoft's customers on Anthropic models through its…
Read the report at Investing.com via Yahoo Finance ↗
Salesforce reported revenue of $11.3 billion for its fiscal second quarter, up 11%, with subscription and support revenue of $10.8 billion, up 12%. Annual recurring revenue from Agentforce, its AI agent product, exceeded $1.5 billion, up more than 240% from…
Finance angle Agentforce at more than $1.5 billion of annual recurring revenue is one of the clearest disclosed figures for what enterprises pay for AI agents, though it is still a small part of a company guiding to $46.1-46.4 billion of revenue. Total revenue growth of 11% shows agents are adding to, not yet transforming, the top…
Read the report at Salesforce ↗
SpaceX completed its $60 billion acquisition of Cursor, a start-up that makes artificial-intelligence tools for writing software. The deal became effective on August 14. The report describes it as one of the largest technology takeovers and says it is…
Finance angle At $60 billion, the Cursor purchase is among the largest prices paid for an AI application company and puts a listed buyer, SpaceX, in direct competition for AI coding revenue with Microsoft's GitHub Copilot, Anthropic and OpenAI. For software developers and IT services firms, AI coding tools are a cost line and a…
Read the report at Bloomberg Government ↗
SAP reported second-quarter total revenue of €9,878 million and cloud revenue of €6,281 million, with cloud revenue up 22% and its current cloud backlog up 27% to €22.9 billion. The company lowered its 2026 non-IFRS operating profit outlook to €11.8…
Finance angle SAP is paying for AI capability out of this year's profit: the two acquisitions take more than €100 million off its 2026 operating profit outlook, now €11.8-12.2 billion. Against that, a current cloud backlog of €22.9 billion, growing 27%, is contracted revenue for the next twelve months from customers moving their…
Read the report at SAP (SEC Form 6-K) ↗
Stories are summarised in our own words from the linked reports; every one credits its publisher. Facts and exposure, never a tip: XDQ Labs is not registered with SEBI, the US SEC, FINRA or any European regulator. US and European share prices are not shown.