ServiceNow

Company NOW

Last mentioned: 3d ago

Stories mentioning ServiceNow 2

Salesforce vs. The Cloud Giants: Navigating the AI Software Investment Landscape

The cloud software sector is undergoing a valuation recalibration as Salesforce, Oracle, Adobe, and ServiceNow race to monetize generative AI. While Salesforce pivots toward autonomous agents with Agentforce, Oracle leverages its infrastructure dominance to capture enterprise AI workloads, creating a divergent landscape for investors.

3d ago 6 sources

Acquisitions Bullish

Palantir and Mistral Lead Enterprise AI Pivot as Software Models Shift

Mistral AI's acquisition of cloud startup Koyeb and Palantir's aggressive expansion into enterprise AI platforms signal a major transition in the software industry. Mistral CEO Arthur Mensch predicts that over 50% of enterprise software will eventually switch to AI-native architectures, intensifying the competition for platform supremacy.

4d ago 10 sources