Amazon.com IncAMZN
Mentioned
Impact on assets 5
Artificial Intelligence
Amazon.com Inc
International Business MachinesIBM
Mentioned
Information Technology
Capgemini SECAP
Mentioned
Wipro Limited ADRWIT
Mentioned
Communication Services
Telefónica S.ATNE5
Mentioned
Theme Impact 2
Off-coverage companies 4
Fabrix.aiPrivate▲ Positive
Demandrelevance
Fabrix.ai selected as approved tool in AWS MSP Toolkit, enabling adoption by 295+ AWS MSPs with up to $50k annual funding.
NTT DATA Group CorporationPrivate± Mixed
relevance
SHI International CorpPrivate± Mixed
relevance
Tech Mahindra LimitedPrivate± Mixed
relevance
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ThinkingAI Opens Agentic Growth Platform to Game Studios With Plans From $0
ThinkingAI, which builds autonomous growth software for consumer and gaming companies, has opened its analytics, engagement and agent stack to game studios that buy software with a card instead of a procurement cycle, offering four self-serve plans priced from $0 to $999 a month. The Free tier costs $0 and includes 2 million events a month, 1 project, 1 seat, 12 months of data retention and $10 in Agent Credits for the first month, with no credit card required. Starter costs $199 a month for 5 million events, 2 projects, 5 seats, 24 months of retention and $25 a month in Agent Credits, while Pro costs $399 a month for 10 million events, 2 projects, 10 seats, 48 months of retention and $50 a month in Agent Credits. Team costs $999 a month for 30 million events, 3 projects, 15 seats, 60 months of retention and $100 a month in Agent Credits, and an Enterprise tier is sold by agreement with sales for larger studios with compliance or data residency requirements. Annual billing saves 20%, paid plans are billed through Stripe and can be cancelled at any time, and a studio that outgrows its event allowance moves up a plan inside the product with no re-instrumentation and no migration. The plans follow ThinkingAI's Sept. 16 launch of the Agentic Engine and draw on 10 years of behavioral data across more than 1,500 enterprises and 8,000 applications, including Sega, Krafton, Habby, Century Games, Xiaomi, Yostar, TCL and FunPlus, and are being announced at the ThinkingAI Agentic Game Growth Summit in Istanbul, co-hosted with Mobidictum.
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Artificial Intelligence › Agentic AI & Autonomous Workflows ▲Technology
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Artificial Intelligence › AI Tooling, Data & MLOps ▲Technology
Cloud & Digital Infrastructure › Data Platforms & Analytics Technology
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United Statesimpact 4
Agentic Commerce Rails Near Completion as Merchant Trust Lags
The protocol stack for autonomous agent-to-merchant commerce is now effectively complete, but merchant adoption remains fractured and consumer trust lags far behind the infrastructure. Four layers now underpin machine-led spending: the Stripe Machine Payments Protocol, launched in March 2026, provides a programmable policy layer for stablecoin, fiat, and BNPL transactions; the Google Universal Commerce Protocol set an open standard for agentic commerce in January 2026; and by June 2026 Mastercard launched Agent Pay for Machines with more than 30 launch partners including Adyen, Coinbase, and Stripe. Capital flows have surged alongside these rails, with Visa stablecoin settlement reaching an annualized $20 billion by September 2026, a 15x increase year-over-year, while Stripe stablecoin card volume hit $1.2 billion in the same month. Merchants, however, have split into three incompatible postures: QVC has integrated agents into its supply chain and catalog distribution, sending catalogs to OpenAI and Google; Kate Spade lets agents browse inventory but blocks them at the point of purchase, citing fraud and inventory management risks; and Amazon and eBay have moved to block AI agents entirely, even as Shopify makes Muse the default agent interface for consumers. The core barrier is trust rather than technology, with an NMI survey finding that only 3% of US adults trust AI agents to complete purchases on their behalf, and the VML Tomorrow's Commerce 2026 report showing one-third of active AI users refuse to authorize agents to spend their money. The bottleneck has thus shifted from the protocol layer to the trust layer, leaving a high-capacity system operating at a fraction of its potential throughput.
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Digital Finance & Tokenization › Payments Modernization & Rails ▲Demand
Artificial Intelligence › Agentic AI & Autonomous Workflows Demand
Digital Finance & Tokenization › Stablecoin Issuers & Distribution ▲Demand
MA · Technology · Positive Mastercard launched Agent Pay for Machines with over 30 launch partners, advancing its agentic commerce infrastructure.
V · Demand · Positive Visa stablecoin settlement reached an annualized $20 billion by September 2026, a 15x year-over-year increase, showing growing use of its rails.
ADYEN.AS · Demand · Positive Adyen is named as one of the 30+ launch partners for Mastercard's Agent Pay for Machines.
COIN · Demand · Positive Coinbase is named as one of 30+ launch partners for Mastercard's Agent Pay for Machines, giving it a role in agentic commerce payment rails.
United States▲
Atlassian Launches Forward Deployed Engineering Program for Enterprise AI
Atlassian Corporation announced the launch of its Forward Deployed Engineering program, which embeds senior applied AI engineers directly into customer environments to deploy production-ready AI solutions. The program targets a gap between AI adoption and business impact: while 85% of knowledge workers use AI, only 6% of executives can point to clear, organization-wide ROI, according to Atlassian's report Leading with Context: Lessons from Atlassian's AI Journey. Avani Prabhakar, Chief People and AI Enablement Officer at Atlassian, said the company is seeing 50% higher AI adoption in engaged accounts as a result of embedding engineers with customers. In Atlassian testing, grounding AI agents in the Teamwork Graph produced answers that were 44% higher quality while using 48% fewer tokens. Expedia used the program to archive 600,000 pages across Confluence and save approximately 3,200 hours annually, with engineering teams now running 10,000+ agent invocations each month across 50 live projects, while Reddit is partnering with the engineers to accelerate its enterprise AI transformation. Engagements typically run 12 weeks, and Atlassian is also releasing The Atlassian Forward Deployed Engineering Playbook.
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TEAM · Technology · Positive Atlassian launched a Forward Deployed Engineering program embedding AI engineers to deploy production-ready enterprise AI solutions, with customer wins like Expedia and Reddit.
United States▲
Atlassian Unveils AMP Protocol for Human-AI Teamwork at Team '26 Europe
Atlassian announced AMP: The Agentic Multiplayer Protocol at its Team '26 Europe conference, a new protocol that lets AI agents work alongside human teams in the flow of work. AMP gives agents context, identity, and governance, allowing them to participate through @mentions in Confluence, Jira comment threads, or Loom video briefs, while the Atlassian MCP Server pulls in context from third-party tools like Figma or IDEs. Every agent under AMP has a clear owner and distinct profile, appearing in real-time presence bars and cursors alongside human teammates, and agents are grounded in the Teamwork Graph, which now connects more than 250 billion objects and relationships. Atlassian also introduced a new Atlassian MCP Server, which now has nearly 2 million monthly active users and handles over 15 million daily tool calls, a 15x jump in six months, using up to 25% fewer tokens for the same Jira and Confluence work in internal benchmarking on Claude models. The company said it has shipped over 120 enterprise capabilities during the last year, with people and agents now working together more than 10 million times a month, and announced new capabilities including Agent Sessions, Non-Human Identities, Record for Agent, and Interactive PR Reviews.
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Artificial Intelligence › AI Applications & Copilots ▲Technology
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TEAM · Technology · Positive Atlassian unveiled AMP protocol and new MCP Server enabling AI agents to work alongside human teams, a product/R&D development.
United States
Germany▲2
ServiceNow Launches Flow AI Service Desk, Adds Recolabs and LogicMonitor Integrations
ServiceNow has launched Flow by ServiceNow, a conversational AI-native service desk that can be deployed in a day with no infrastructure, while partners Recolabs and LogicMonitor expanded integrations to extend security and AI agent capabilities on the ServiceNow AI Platform. The launches and partnerships come alongside client outcomes including INRY's rapid EmployeeWorks rollout and the Bundesliga's consolidated fan-service hub, showing ServiceNow's AI-centric workflows being adopted across IT, employee experience, and CRM-style fan engagement. ServiceNow's narrative projects $25.1 billion revenue and $4.1 billion earnings by 2029, requiring 19.4% yearly revenue growth and roughly a $2.4 billion earnings increase from $1.7 billion today, with a $144.99 fair value implying 5% upside to its current price. The lowest analyst estimates are more cautious, with revenue reaching only about US$24.5 billion and earnings about US$2.4 billion by 2029, and skepticism that ServiceNow can sustain 20 percent to 30 percent AI price uplifts. The Flow launch and new AI partnerships reinforce the core AI workflow thesis but do not materially change near-term catalysts around AI monetisation or the key risks tied to security incidents and potential multiple compression.
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NOW · Technology · Positive ServiceNow launched Flow, an AI-native service desk, and expanded partner integrations, advancing its AI workflow product offering.
United States
Singapore▲
ServiceNow COO Amit Zavery Bullish on AI Demand, Targets $30 Billion
ServiceNow President and COO Amit Zavery said the company remains bullish on enterprise AI demand and continues to beat and raise all its financial metrics. Speaking with Haslinda Amin on the sidelines of Token2049 in Singapore, Zavery said ServiceNow's growth rates have accelerated and that its AI-native product portfolio, including AI Control Tower, AI Workflow Factory, Autonomous Engineer and the recently launched Flow, is driving adoption. He dismissed concerns that customers are insourcing software, saying building software is usually just 20% of the cost of running and operating enterprise software, and that large language models account for less than 8 to 10% of ServiceNow's technology stack. Zavery said recent acquisitions, including Armis and Vectra, have made ServiceNow the eighth largest cyber security vendor in the world and augment rather than mask its core business, which he described as very strong. He said the company's plan to reach $30 plus billion dollars in the next three years remains on track, and that ServiceNow will stay product-led while continuing to look at acquisitions that extend its capabilities.
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Artificial Intelligence › AI Applications & Copilots ▲Demand
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NOW · Capital · Positive Company continues to beat and raise all financial metrics and its plan to reach $30+ billion in three years remains on track.
NOW · Demand · Positive COO says enterprise AI demand is strong and AI-native products like AI Control Tower and Flow are driving adoption, with growth accelerating.