A single company today runs an average of 100+ online software tools (SaaS) — each one hoarding its data in its own box, refusing to talk to the others. This lesson is about the 'plug' called API and the 'switchboard' called iPaaS that wire all those apps together. It's the layer that used to be the most boring part of software, and suddenly became the most valuable — because AI agents need it to actually 'do' anything.
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Manus Seeks $500 Million Round as Asia's AI Agent Market Splinters
Manus is in advanced discussions for a $500 million funding round at a $4 billion valuation, according to Bloomberg, following Beijing's NDRC blocking of Meta's $2 billion acquisition of the firm in April 2026. Co-founders Xiao Hong and Ji Yichao were summoned and barred from leaving China, forcing the company to pivot from a potential US acquisition target into a cornerstone of the domestic Chinese AI ecosystem, though the round is not yet closed and terms remain subject to change. In Seoul, Enhans, which raised a $38 million Series C confirmed in a September 17, 2026 press release, is embedding its AgentOS into Korean manufacturing and finance, with the round co-led by TIMEFOLIO Asset Management and Stonebridge Ventures and strategic participation from POSCO Investment, LG CNS, and Lotte Ventures, whose chaebol groups already run the technology in live production. Huawei, meanwhile, launched its AI Cluster Service and agent-specific tools including Agentic MaaS and the AgentArts platform at HUAWEI CONNECT 2026, with Dr. Peter Zhou emphasizing that infrastructure must evolve to support secure, reliable agent workloads in production; the Agentic Infra paradigm already serves over 3,500 customers, and while AICS is available in China starting September 30, global availability is not slated until November 30. Together these moves signal that the agent market is splitting along regional lines of data structuring, compute hosting, and regulatory oversight, leaving open whether these silos will converge through open standards or harden into permanent, incompatible zones.
Salesforce launches AIforce at Dreamforce 2026 as Benioff takes aim at Microsoft Copilot
Salesforce CEO Marc Benioff unveiled AIforce, an AI connectivity layer that lets employees access Salesforce data and run complex workflows inside third-party AI tools such as Anthropic's Claude and Slack, at Dreamforce 2026, using the stage to directly criticize Microsoft. AIforce launched with three integrations: Claudeforce, built in partnership with Anthropic, brings Salesforce data directly into Claude; Slackforce connects that same data to conversations in Slack; and AgentforceCoworker operates inside Salesforce's own Lightning interface. Benioff framed AIforce as the answer to what he calls the "Fantasyland" problem, arguing that rival AI tools like Microsoft's Copilot lack the reliable business data layer required to safely power a business, extending a public rivalry that dates to Dreamforce 2024, when he compared Copilot to "Clippy." Salesforce generated $11.35 billion in revenue during its most recent quarter, beating Wall Street's expectations on both earnings and revenue, and CRM stock has rallied about 34% over the past month after falling as much as 37% earlier in 2026, closing at $255.65 on Sept. 15. On the same day as the Dreamforce announcement, Salesforce suffered a global service disruption that locked some customers out of their systems, and investors are watching Agentforce and Data 360 adoption numbers in the next quarterly report, where combined annual recurring revenue already exceeds $2.9 billion, more than 200% growth from a year ago.
Nokia Expands Microsoft AI Telecom Partnership as Cramer Calls NOK a Buy
Nokia disclosed an expanded partnership with Microsoft to launch an AI-powered telecom network automation platform integrating Nokia Data Suite with Microsoft Fabric, news reported by Barron's and the Wall Street Journal, sending shares up 3.8% intraday Thursday. The deal came a day after Jim Cramer told a caller on the September 16 Lightning Round of Mad Money that he would be a buyer of Nokia right here, right now. Nokia's Q2 2026 report showed revenue of $5.49 billion beating estimates by 13.79% and EPS of $0.0799 beating the $0.0682 consensus, while AI and Cloud customer revenue more than doubled year over year to $508.96 million with order intake of EUR 2.8 billion in the segment. Reported operating income was a loss of $57 million after $445.05 million in accelerated restructuring charges, free cash flow ran negative $835 million, and net income dropped 94.44% year over year. The ADR is up 132.81% over the past 12 months and 65.14% year to date, trading around $10.53 with a market capitalization near $58.95 billion, and management guided Q3 sequential net sales growth of 3% to 7%.
HubSpot and OpenAI Launch AI Growth Bundle and First ChatGPT Ads CRM Integration
HubSpot and OpenAI are deepening their partnership with an exclusive AI Growth Bundle and the first CRM integration with ChatGPT Ads, the companies announced September 16, 2026. The bundle offers HubSpot Starter and HubSpot credits at up to 65% off for one year, a buy-one-get-one-free offer on ChatGPT Business seats for a year, and a $750 match on ChatGPT Ads spend for new accounts opened by September 30. HubSpot's connector for ChatGPT, first launched in 2025 as the first CRM connector for the platform, is now the most popular CRM connector for ChatGPT and has seen 250% growth in weekly active users. The updated connector adds email campaigns, landing pages for ads, closed-won deal analysis, AEO for AI search, and lead-progression tracking inside ChatGPT. The new ChatGPT Ads integration lets SMBs build campaigns, set budgets, and launch ads alongside other channels, with targeting and ROI attribution built on CRM context. Brian Landsman, VP of Global Partnerships at OpenAI, said connecting ChatGPT with customer knowledge in HubSpot helps teams do more with what they already know, while HubSpot Chief Product and Technology Officer Duncan Lennox said the partnership gives every scaling business a real shot at showing up where buyers are.
IBM Expands Kredi Kayıt Bürosu Deal for 8.5 Billion-Transaction Platform
IBM expanded its relationship with Turkey's Kredi Kayıt Bürosu on Monday, pushing watsonx and IBM infrastructure deeper into a financial platform operating at enormous scale. KKB plans to deploy IBM data, mainframe and watsonx technologies as it modernizes infrastructure capable of handling more than 8.5 billion transactions annually, a workload that works out to roughly 23.3 million transactions every day. The project spans software-development acceleration, system monitoring, database management and API integration, putting IBM technology directly into a mission-critical financial workload. IBM did not disclose the contract value or a deployment timetable, while second-quarter company revenue increased just 1% to $17.2 billion. IBM shares slipped approximately 0.4% to $248.07 Tuesday morning, a price only 2.23% above the $242.67 GF Value estimate.
Bandwidth Becomes First Certified Carrier for Salesforce Contact Center Global Rollout
Bandwidth Inc. announced an expansion of its collaboration with Salesforce as the first certified carrier to support the global rollout of Salesforce's native Contact Center. Following the North American debut of Salesforce's AI-powered, CRM-native contact center in March, the expanded collaboration will extend availability to more than 25 countries across Europe, the U.K., Australia and New Zealand this fall, with additional markets to follow. Enterprises will connect to the contact center through a bring-your-own-carrier model using Maestro, Bandwidth's platform for intelligent, global communications orchestration, which operates within Salesforce's governed workflows. Salesforce Senior Vice President of Contact Center Gautam Vasudev cited strong customer momentum since the launch, while Bandwidth Senior Vice President and General Manager of Enterprise Ankush Gangwani said the company's Communications Cloud and Maestro make it easier for organizations to rapidly deploy the native Contact Center. Bandwidth is exhibiting this week at Dreamforce 2026 in San Francisco at booth 118.
Ninth Wave and AWS Study Finds Compass on Amazon Bedrock Cuts Bank Onboarding Integration Testing by 95%
Ninth Wave and Amazon Web Services announced the results of a joint study concluding that banks using Ninth Wave's Compass onboarding assistant built with Amazon Bedrock can reduce onboarding integration testing by 95%. The findings, detailed in a co-authored whitepaper, show that work which previously took weeks of senior-engineer time can now be completed in minutes. Since its March launch, Compass has replaced spreadsheet- and email-driven onboarding workflows with a centralized, AI-governed process that reduces back-and-forth between banks, aggregators, and fintech partners, with new self-service capabilities resolving integration questions without opening a support ticket. Compass runs as a multi-agent AI system in which a primary orchestrator directs seven specialist agents handling everything from field mapping to interactive Q&A, hosted at production scale on Amazon Bedrock AgentCore with security controls designed around SOC 2 and PCI DSS requirements. Ninth Wave founder and CEO George Anderson said the results demonstrate that AI will be the foundation of the next generation of Open Finance, while AWS Director of Strategic Sales Todd Pond said Ninth Wave went from concept to production on Amazon Bedrock AgentCore to deliver measurable results for financial institution clients.
Alianza Acquires Skribby to Extend Alianza Crux into Meeting Platforms
Alianza has acquired Skribby, a provider of meeting bot and multi-model transcription technology, in its second acquisition of 2026, following the March 2026 purchase of BroadSource. The deal follows the introduction of Alianza Crux, the company's platform connecting global operators' reach, security and call quality natively with developers, and Skribby's technology will be incorporated into Alianza Crux, extending its reach into Microsoft Teams, Google Meet, and Zoom. The acquisition gives developers a growing library of over 30 transcription models, including models from OpenAI, xAI, Mistral, and ElevenLabs, spanning 13 transcription providers and support for 130+ languages. Founded in May 2025 and based in Belgium, Skribby is an API-first developer platform whose monthly revenue has increased 327% since the start of 2026, with over 200 experience providers, 120 of which launched in just the past three months. Alianza expects Skribby's functionality to be integrated into Alianza Crux in the first quarter of 2027, ahead of broader commercial availability of Alianza Crux in the first half of the year, and Skribby founder Pieter Jan Pollie joins Alianza and will continue to lead development of the technology within Alianza Crux.
AT&T to Launch Automated Wavelength Quoting First on Connectbase
AT&T will launch automated quoting for its Wavelength Metro and Wavelength Long-Haul services first on Connectbase's Connected World Platform, with services expected to go live in early Q4 2026. This makes Connectbase the first platform where customers and partners can automatically quote AT&T Wavelength services, which provide dedicated connectivity for high-bandwidth workloads. The move streamlines traditionally manual quoting, allowing eligible Connectbase customers to digitally qualify, price, and quote services in near real time. Connectbase CEO Ben Edmond called it a significant industry moment, and AT&T's Ande Hazard emphasized a faster digital path to their network as demand for high-capacity connectivity grows.
Workato and Lenovo Partner to Expand Lenovo Qira's Cross-App Capabilities
Workato and Lenovo announced a strategic collaboration to expand Lenovo Qira's ability to execute workflows across multiple applications. Lenovo Qira, Lenovo's built-in personal AI system, will now support agentic workflows, allowing it to interpret user requests and, with approval, complete actions across apps like Gmail, Google Calendar, Outlook Mail, Slack, and Microsoft Teams. The solution is built on Workato's Enterprise MCP, which provides governed, multi-step execution and is integrated natively into Lenovo Qira. The experience is already available to eligible users on compatible Lenovo devices, and the partnership aims to bring this capability to Lenovo's hundreds of millions of devices.
Globant Launches MuleSoft AI Pod to Accelerate Enterprise Integration
Globant has introduced Salesforce's MuleSoft AI Pod, a new delivery model that combines specialized AI agents with human experts to accelerate API-led connectivity and integration, aiming to reduce migration timelines from months to weeks. The offering, accessible through Glob.AI, Globant's AI-native platform, is designed to help enterprises scale agentic AI initiatives like Agentforce by overcoming integration bottlenecks. Benchmarks from current projects indicate up to 80% automation of manual integration tasks, 15–25% faster time-to-value, and 35% greater efficiency in solution design. The AI Pod comes in Lean, Scaled, and Advanced configurations, supporting approximately six, up to 12, and up to 24 integration flows or APIs per month, respectively. Globant, with over 21 years as a Salesforce partner and more than 1,200 projects delivered, is a founding partner of the Agentforce Partner Network and has over 500 Agentforce Certified Experts.
Nokia and BeeHealthy Partner for Network-Based Healthcare Verification
Nokia has announced a commercial agreement with BeeHealthy, a digital healthcare platform owned by Mehiläinen, to integrate its Network as Code technology into BeeHealthy's consumer-facing applications, replacing SMS one-time passcodes with network-based verification for secure patient access. This makes BeeHealthy the first healthcare-sector commercial customer for Nokia's Network as Code platform, which aggregates operator networks into a developer-friendly platform for embedding trusted network capabilities. The collaboration introduces a new monetizable enterprise use case for operators and builds on Nokia's momentum from MWC26, where it announced expanded partnerships. BeeHealthy's white-label SaaS platform serves healthcare and veterinary providers, social-care organizations, and insurers across Finland, Sweden, Germany, Estonia, the Netherlands, and the United Arab Emirates. Additional APIs being integrated include SIM Swap/Number Recycling to prevent fraud, Location Verification to reduce missed appointments, and KYC Match for identity validation, with future exploration of Quality on Demand for latency-sensitive services like video consultations.
OneRail Launches OmniSTAR, First AI-Powered Delivery Decisioning Platform Built with NVIDIA AI
OneRail has launched OmniSTAR, the first AI-powered delivery decisioning platform built with NVIDIA AI, enabling enterprise retailers to offer same-day delivery at a lower cost. The platform, developed with NVIDIA cuOpt and cuDF, evaluates all available delivery options for each order in real time, selecting the lowest-cost option that meets service requirements. OmniSTAR reduces computation time by up to 10 times, compressing a 20-minute problem to under two minutes. It is already deployed with select customers, including US Foods, which used insights to adjust pricing and restructure delivery patterns. OneRail's dataset, built from millions of deliveries across over 12 million drivers and 1,000 logistics partners, supports data-informed recommendations. The platform is part of a multi-year collaboration with NVIDIA through the NVIDIA Inception program.
K&R International Services Adopts Descartes to Automate EU Ecommerce Filings
Descartes Systems Group announced that Michigan-based K&R International Services is using its global security filing solution to automate European Union Import Control System 2 (ICS2) security filings for charter cargo carriers handling high volumes of ecommerce shipments. The solution standardizes shipment data and automates hundreds of thousands of regulatory submissions per month, enabling K&R to manage tight air cargo security processing windows and maintain responsive customer service as volumes grow. K&R President Kelly McFall noted that a single charter flight can include tens of thousands of individual parcels, making one-at-a-time filings infeasible. Descartes' solution, leveraging the Descartes Global Logistics Network, helps organizations standardize data capture, transmit filings electronically, and manage customs responses and exceptions. Scott Sangster, General Manager of Logistics Services Providers at Descartes, highlighted how automation and connectivity support compliant cargo movement into the EU and worldwide.
Bandwidth Could Be 27% Undervalued After Salesforce Deal and Outlook Lift
Bandwidth is back on investor radar after reporting robust revenue growth from its voice and messaging services, securing an exclusive infrastructure partnership with Salesforce, and lifting its full year outlook for revenue and adjusted EBITDA. The stock has surged 244.59% year to date and delivered a 226.67% one-year total shareholder return, though it has pulled back 5.50% over the past day and is down 24.58% over three months. According to the most followed valuation narrative, Bandwidth's fair value of $67.25 sits well above the last close at $49.00, implying the stock is 27.1% undervalued. However, a simple price-to-sales comparison shows Bandwidth trading at 1.9x sales, higher than the US Telecom industry's 1.4x and a peer average of 0.9x, with a fair ratio of 1.3x, suggesting less room for error if growth or margins fall short. The narrative could be knocked off course if adoption of its Maestro and AI tools slows, or if large enterprise customers cut or renegotiate contracts.
Salesforce and Anthropic Launch Claudeforce Partnership
Salesforce and Anthropic have announced Claudeforce, an expanded strategic partnership that integrates Claude's AI reasoning with Salesforce's enterprise data and workflows. The partnership launches with Salesforce in Claude, a plugin offering 37 prebuilt sales skills that let sellers and agents access live revenue context and take governed actions directly within Claude. The companies plan to introduce more integrations across Claude, Salesforce, and Slack, with Claude becoming the default model for Slack and available in Agentforce. Salesforce is Anthropic's preferred CRM, and Claude is the first LLM fully integrated within the Salesforce Trust Boundary. Salesforce in Claude is available to select pilot customers now, with an open beta expected in September 2026.
Workato has announced that Otto by Workato, its autonomous AI superagent, is now available to individuals and teams in Slack, on the web, and via SMS, with a free 30-day trial. This self-serve launch follows the May 2026 enterprise rollout and allows Otto to handle entire projects, not just single tasks, by working autonomously across more than 1,400 business applications. Otto is powered by Anthropic's Claude through the Claude Agent SDK, and it can run marketing campaigns, track deals, or act as a chief of staff. The company says Otto is multiplayer, with each user getting their own agent that can collaborate with others, and it executes actions inside applications like Gmail, Salesforce, and GitLab. Workato's Verified User Access technology governs permissions, and Otto runs 24/7 in the cloud, accessible via text message for audio briefs. Interested users can start free at getotto.ai, with enterprise options available at otto.workato.com.
Stripe to Acquire OpenRouter in Multibillion-Dollar AI Deal
Stripe has agreed to acquire AI infrastructure startup OpenRouter in a multibillion-dollar transaction that could hand Andreessen Horowitz an extraordinary return. The deal is valued at more than $7 billion according to a supplied report, while Axios separately reported a price above $8 billion, a dramatic increase from OpenRouter's roughly $1.3 billion valuation only months earlier. Andreessen Horowitz invested roughly $20 million and owns more than 17% of OpenRouter, a stake worth about $1.19 billion at a $7 billion purchase price. OpenRouter provides developers with a single interface for accessing hundreds of AI models, and Stripe was already powering its payments infrastructure for millions of AI developers earlier this year.
Comcast Business and Colt Technology Services Launch Innovation Lab Program to Automate Global Enterprise Connectivity
Comcast Business and Colt Technology Services have launched a new program within the Comcast Business Innovation Lab to automate global enterprise connectivity. The collaboration, the Lab's first with an international carrier partner, will develop API-driven interoperability across their networks using Mplify's Lifecycle Service Orchestration standards. This will enable multinational enterprises operating across North America and Europe to qualify locations, receive quotes, and initiate service across both networks in a single coordinated experience. The program is designed to be agent-driven, allowing AI agents to help discover, order, and fulfill connectivity through governed automation. It will initially launch with a defined set of products and markets, with plans to expand toward broader network offerings over time.
Twilio Stock Surges 26% on Strong Earnings and Raised Forecast
Twilio shares surged as much as 26.5% after the cloud communications company reported second-quarter results that beat expectations and raised its full-year guidance. Revenue grew 22% year over year to $1.5 billion, while adjusted earnings per share rose 24% to $1.47, exceeding analyst estimates of $1.43 billion and $1.32 respectively. The company saw broad-based growth across voice, messaging, software add-ons, and AI-powered products, with a dollar-based net expansion rate of 116%. Management lifted the full-year revenue growth forecast to 18% to 18.5%, up from a prior midpoint of 14.5%.
Atlassian Soars 34%, Twilio Leaps 27%, Cloudflare Advances 9% on Strong Results and Upgraded Outlooks
Atlassian surged 34%, Twilio jumped 27%, and Cloudflare gained 9% after each delivered strong quarterly results and raised their growth outlooks. Bank of America upgraded Atlassian to Buy and raised its target to $175, calling the company's workflow and collaboration data an increasingly valuable AI asset. Goldman Sachs raised Cloudflare's price target to $389, citing agentic AI adoption, 36% revenue growth, and record large-customer net additions. Jefferies raised its Atlassian target to $200, while Wells Fargo raised its Twilio target to $275, reflecting broad analyst optimism across the software sector.
Atlassian surges 29% premarket on earnings beat, Trade Desk plunges 27% on miss
Several companies made significant premarket moves following their latest earnings reports. Atlassian shares jumped more than 29% after beating FactSet consensus on revenue and guidance for its fourth quarter, though its 13% year-over-year revenue growth forecast fell short of the 13.4% expectation. Wendy's dropped 2% as global sales declined more than 6%, driven by an 8.2% U.S. decline, and the company withdrew its 2026 financial outlook despite beating FactSet consensus on earnings, revenue, and adjusted EBITDA. Solar stocks rose after President Trump imposed tariffs on imported solar panel components, with First Solar up more than 5%, Invesco Solar ETF up nearly 3%, and SolarEdge Technologies up 2%. Airbnb surged nearly 7% after posting second-quarter earnings of $1.37 per share on revenue of $3.61 billion, exceeding LSEG estimates of $1.25 per share and $3.58 billion. Twilio soared more than 17% as it guided for adjusted earnings of $1.42 to $1.47 per share on revenue of $1.51 billion to $1.52 billion, above the $1.39 per share and $1.46 billion consensus, and raised its full-year revenue growth outlook to 18% to 18.5% from 14% to 15%, topping the 14.8% forecast. Trade Desk tumbled 27% after second-quarter adjusted earnings of 34 cents per share on revenue of $715 million missed LSEG estimates of 40 cents and $751 million. Cloudflare jumped more than 16.5% on strong guidance, expecting third-quarter adjusted earnings of 34 cents per share on revenue of $736 million to $737 million, compared with consensus of 32 cents and $722 million, and also beat second-quarter estimates. Akamai Technologies rose 8.3% after second-quarter adjusted earnings of $1.59 per share on revenue of $1.10 billion topped LSEG forecasts of $1.57 per share and $1.09 billion.
Cielo Selects Amdocs to Modernize Payment Terminal Connectivity Across Brazil
Cielo, one of Brazil's largest payment services providers, has selected Amdocs Remote eSIM Manager to modernize connectivity across its nationwide payment terminal network. The solution, part of the Amdocs eSIM Cloud Platform, will transition Cielo from traditional SIM-based connectivity to an intelligent, software-defined model, enabling secure remote provisioning and dynamic switching between mobile network operators. This deployment aims to ensure continuous connectivity and uninterrupted payment processing across Brazil's diverse network environments. Cielo's Chief Technology Officer Carlos Alves stated that the partnership will improve transaction reliability and support the growth of Brazil's digital payments ecosystem.
GreenCore Solutions Ships CPG Knowledge Graph v3.2.0, Processing 9.5 Million Monthly AI Agent Transactions
GreenCore Solutions Corp. and its Asia-Pacific joint venture GSC Agentic announced the general availability of the CPG Knowledge Graph v3.2.0, the knowledge graph for the Beauty & Personal Care segment of the consumer packaged goods sector. The release carries 2 billion resolved sector datapoints and 2.5 trillion answerable questions, and it is already running at production scale with 9.5 million-plus persistent inbound AI Agent transactions per month, sustained for three consecutive months without advertising spend. The knowledge graph serves AI Agents carrying BPC stock-keeping unit information to retail grocery AI Agent buyers, operating on the same machine-to-machine layer where Cloudflare confirmed in June 2026 that AI Agent traffic surpassed human traffic. GSC onboards BPC brands and private label SKUs in three to five weeks to production, compared with three to five months for RAG-based competitor stacks, and the system delivers answers with under 2% error rates versus 15–35% in optimized RAG systems. The release ships on three open protocols—MCP, A2A, and ACM-68000—and is available today on Microsoft Azure across nine countries and on Google Cloud Enterprise in Madrid, with an estimated 15–20% of the world's agentic grocery procurement traffic now running on GSC.
BDE Opens Public Hearing on Revised DE Plan to Propel Thailand as Global Digital Leader
The National Digital Economy and Society Commission, or BDE, is gathering public feedback on the draft revised National Digital Economy and Society Development Policy and Plan for 2026, to set the direction for propelling Thailand toward becoming a global digital leader. Mr. Vetang Phuangsub, Secretary-General of BDE, chaired the seminar meeting on July 24, 2026, at the Aswin Grand Convention Hotel in Bangkok, with representatives from the public and private sectors in attendance. The draft plan covers six key strategies: developing digital infrastructure, driving the business sector with digital technology, enhancing the quality of life for citizens, transforming public services into digital systems, developing digital workforce skills, and strengthening cybersecurity. It also sets goals, indicators, and key projects to serve as a concrete framework for driving the country's digital development. BDE will incorporate the feedback received to refine the draft plan and ensure it aligns with the needs of all sectors.
Salesforce Wins $1.6 Billion VA Contract for AI Agents
Salesforce has been awarded a $1.6 billion, three-year agreement by the US Department of Veterans Affairs to modernize care and service delivery through its Missionforce government unit. The deal covers AI agents for round-the-clock contact center support, patient triage and care coordination, alongside data integration through MuleSoft and Data 360 and analytics via Tableau. The VA serves more than 17 million veterans across 170 medical centers and over 1,100 outpatient clinics, handling more than 82 million direct-care appointments in 2025. Slack is already deployed across more than 150 VA sites, and the target is to cut average appointment scheduling time from 28 days to minutes once fully deployed, supporting an initiative covering more than 40,000 provider services. The award extends a run of federal wins for Missionforce, which previously secured a $5.6 billion Army contract and a $72 million Air Force agreement.
ESW launches agentic commerce with Microsoft Copilot, connecting AI-driven discovery to checkout
ESW has launched ESW Agentic Commerce, a new solution that enables brands to make their products discoverable and complete transactions within AI-powered shopping experiences, with Microsoft Copilot as the first planned integration. The solution works alongside retailers' existing ecommerce infrastructure, allowing brands to extend their current capabilities into AI-driven channels without replacing their existing platforms. ESW Agentic Hub, the underlying infrastructure layer, makes global commerce capabilities accessible to AI agents and is designed to support additional integrations over time. The offering is available immediately for brands and customers in the U.S., with broader availability planned in the near future. Analysts project agentic commerce will represent a $3 trillion to $5 trillion global opportunity by 2030, while traditional search is expected to decline by 25% as consumers increasingly turn to AI assistants.
Jitterbit iPaaS Wins 2026 CODiE Award for Best Integration Platform
Jitterbit iPaaS has won the 2026 CODiE Award for Best Integration Platform. The award was announced by Jitterbit, a leader in intelligent automation, integration and accountable AI, following a rigorous evaluation by independent industry experts and business leaders. Jitterbit iPaaS secured the top spot based on its robust cloud-native architecture, extensive connectivity, and verified business value. Judges specifically commended Jitterbit Harmony as a broad, mature enterprise platform, praising its best-in-class cross-system orchestration and deep audited security posture, including an industry-first ISO 42001 AI governance certification. The 2026 CODiE Awards selected winners from 228 finalists across 75 categories, with this category honoring the integration solution that best excels at connecting diverse environments while simplifying complex data lifecycles.
Lleida.net registra 791 altas de clientes en junio, máximo de su historia
Lleida.net registró 791 altas de nuevos clientes en junio, la cifra mensual más alta de su historia. La cifra duplica las 391 altas de junio de 2025, un 102% más, y supera el máximo anterior de 751 alcanzado en abril. De las altas de junio, 684 se han convertido ya en clientes, lo que supone una tasa de conversión del 86,5%. El crecimiento se concentra en el correo electrónico certificado, servicio empleado para acreditar el intento de negociación previa que exige la Ley Orgánica 1/2025, en vigor desde el 3 de abril de 2025. Audiencias Provinciales como las de Navarra, Gipuzkoa y Ourense han equiparado en resoluciones firmes el correo certificado de Lleida.net a un medio fehaciente análogo al burofax, mientras que otras como las de Zaragoza y Granada han inadmitido demandas cuyo intento de solución extrajudicial se apoyaba en correos electrónicos convencionales. La compañía prevé que la exigencia de notificaciones certificadas con validez legal antes de acciones judiciales civiles se extienda a otras jurisdicciones en los próximos años, ampliando el mercado potencial de la tecnología.
Bandwidth Stock Rises 14% After Analyst Raises Price Target to $85
Bandwidth stock climbed 14% this week after B. Riley analyst Erik Suppiger raised his price target to $85 per share from $55, maintaining a buy rating. The analyst cited advances in artificial intelligence voice technology that should boost demand for Bandwidth's network infrastructure, and he raised his full-year 2027 estimates accordingly. Bandwidth's first-quarter revenue grew 20% year-over-year to $209 million, with non-GAAP net income up 18%.
8x8 Named 2026 MetriStar Top Provider for CPaaS by Metrigy
8x8 has been named a 2026 MetriStar Top Provider for Communications Platform as a Service by Metrigy, an independent research and advisory firm. The recognition is part of Metrigy's 2026 MetriStar Award programme, with 8x8 also receiving the MetriStar Top Provider award for Contact Center as a Service. The awards are based on Metrigy's Customer Experience MetriCast 2026 study, which surveyed 1,437 CX leaders across 10 countries, where 8x8 achieved above-average scores on both business success and customer sentiment. Metrigy highlighted 8x8's integrated communications portfolio as a key differentiator, noting that 8x8 is among a small number of vendors offering CPaaS, CCaaS, and UCaaS within a single platform.
Agora Reports Accelerating Q1 2026 Growth and Launches Agent Studio
Agora reported accelerating growth for the first quarter of 2026, marking its sixth consecutive quarter of GAAP profitability. Total revenue reached $37.7 million, a 13.5% increase year-over-year, driven by strong adoption in sectors like live shopping and financial services. The company also expanded its conversational AI portfolio with the launch of Agent Studio, a no-code platform designed to help customers scale voice AI agents. Net income rose to $1.1 million from $0.4 million a year earlier, while the company maintained a cash position of $366.1 million. Agora projects second-quarter revenue between $39 million and $40 million, reflecting sustained demand for its real-time engagement infrastructure.
Tencent secures DRAM supply deal with CXMT and expands Weixin Pay in New Zealand
Tencent Holdings has agreed a multi-year DRAM chip supply deal with Chinese memory producer ChangXin Memory Technologies and signed a memorandum of understanding with RealNZ in New Zealand to expand Weixin Pay usage in international tourism services. The DRAM agreement targets a key input for data centers and AI workloads, while the RealNZ partnership extends Tencent's payment footprint into a tourism-focused market. These moves relate to Tencent's cloud and digital services infrastructure and the reach of its global payments ecosystem.
Payments infrastructure becomes decisive as embedded finance expands
As embedded finance grows, banks face rising operational demands even though customer interfaces shift to third-party platforms. Global digital payment transaction value is set to reach £28.32 trillion in 2026, and banks must support always-on, real-time payments across multiple channels while maintaining resilience and compliance. Modern infrastructure such as ISO 20022 processing and cloud-native architectures enables real-time execution and interoperability at scale, and AI will increasingly act as a control layer for faster, contextual decision-making. Infrastructure capability is now a primary factor in partner selection, with banks that offer unified, scalable platforms able to capture fees beyond basic processing and participate in more complex payment flows. Success will depend on combining real-time execution with flexible infrastructure to support a broader range of embedded services and strengthen platform relationships.
Goldman Sachs initiates Twilio with Buy, $300 target on AI and margin potential
Goldman Sachs initiated coverage on Twilio with a Buy rating and a US$300 price target, highlighting the company's role in AI-powered customer engagement and its margin expansion potential. The call comes alongside upward revisions to earnings estimates and Twilio's raised 2026 revenue guidance. CEO Khozema Shipchandler recently celebrated a decade on the NYSE, underscoring the company's positioning as core infrastructure for AI-centric businesses. The investment narrative now focuses on whether AI features and omnichannel tools can shift the mix toward higher-margin software while keeping core messaging relevant and compliant.
Cleo and Beyond Cloud Consulting Partner to Enhance NetSuite Supply Chain Integration
Cleo and Beyond Cloud Consulting have announced a strategic partnership to deliver seamless NetSuite integration and supply chain automation. The collaboration, which began in March 2025, combines Cleo's AI-driven supply chain orchestration platform with Beyond Cloud's NetSuite implementation expertise to enable end-to-end connectivity, automate EDI and B2B workflows, and improve scalability and visibility for NetSuite customers across industries such as machinery, wholesale distribution, food and beverage, and retail. One early result involved a U.S. egg production leader that reduced manual data entry, improved order accuracy, and increased real-time supply chain visibility by leveraging the joint capabilities. Cleo President and CEO Mahesh Rajasekharan highlighted the partnership's ability to help customers connect, integrate, and automate complex B2B transactions with speed and reliability.
Bluebeam modernizes lead-to-cash operations with OSF Digital and Salesforce
OSF Digital has guided Bluebeam through a modernization of its lead-to-cash operations on the Salesforce platform. The project included implementing Data 360 for a single customer view, migrating from CPQ to Agentforce Revenue Management, replacing CloudCraze with Agentforce Commerce for online buying, and integrating Agentforce Revenue with NetSuite via MuleSoft. This marks the first known integration of Agentforce Revenue Management with Agentforce Commerce, creating a connected model for demand, revenue, and fulfillment. Bluebeam is the largest business unit within the Nemetschek Group and provides digital solutions for design and construction professionals.
Infobip and Digitas Middle East Expand Strategic Partnership for AI-Driven Customer Engagement
Infobip and Digitas Middle East have signed an expansion of their strategic partnership to power AI-driven customer engagement for global brands. The collaboration will create a joint service practice around the Infobip AgentOS platform, combining Infobip's enterprise communications infrastructure with Publicis Groupe's capabilities in data, AI, customer experience strategy, and media transformation. The rollout will begin across the MENA and APAC regions under a global framework agreement. Digitas ME will build a dedicated practice of certified Infobip specialists and co-develop go-to-market solutions, while Infobip's Chief Innovation Officer Krešo Žmak highlighted the partnership's role in helping companies transform customer engagement and achieve measurable business impact globally.
Telecom API Market Projected to Surpass $2.5 Trillion by 2035
The global Telecom API market is projected to grow from $337.33 billion in 2025 to $2,545.27 billion by 2035, at a compound annual growth rate of 22.39%, according to a report by SNS Insider. The Messaging API segment held the largest share at 46% in 2025, while the WebRTC API segment is the fastest growing. Enterprise developers accounted for 51% of the market in 2025, with partner developers emerging as the fastest growing end-use segment. North America led with a 32% revenue share in 2025, and the Asia-Pacific region is expected to grow at the highest rate during the forecast period.
Workday, Procore, and Twilio Shares Fall as AI Fears Hit Software Stocks
Shares of Workday, Procore Technologies, and Twilio declined in afternoon trading as a broader sell-off in communication-services and software stocks was triggered by high-profile AI talent departures from Alphabet and regulatory concerns. Workday fell 4.4%, Procore Technologies dropped 3.7%, and Twilio slipped 2.4%, with the declines reflecting persistent market fears that AI agents will erode the subscription-based revenue model of traditional enterprise software. The previous week's nearly 20% single-day drop in Accenture after it cut its growth outlook and cited AI compressing demand for IT services reinforced the thesis, while the launch of more capable AI models like Anthropic's Claude Fable 5 and Claude Mythos 5 added to the pressure. An incident involving a US Apache helicopter near Oman and Trump's call for a response to an alleged Iranian attack over the Strait of Hormuz provided an additional macro headwind, as software valuations are sensitive to interest-rate expectations. Workday is now down 45.5% year-to-date and trading 54.7% below its 52-week high of $247.69.