Teradata has announced an integration between its Autonomous Knowledge Platform and Microsoft OneLake, allowing customers to run enterprise AI workloads directly on OneLake data without ETL pipelines or data duplication. Built on Apache Iceberg standards, the integration enables Teradata users to query OneLake tables in place with native authentication and access controls via Microsoft Entra ID. This eliminates the need for data movement, reducing latency, governance gaps, and storage costs. The integration supports read access to OneLake tables and is now available, with a demonstration planned at the European Microsoft Fabric + SQL Community Conference in Barcelona from September 28 to October 1, 2026. Teradata's Chief Product Officer Sumeet Arora and Microsoft's Dipti Borkar highlighted the benefits of running AI where data already resides and the openness of Microsoft Fabric.
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.
Artificial Intelligence › AI Applications & Copilots ▲Technology
Artificial Intelligence › Agentic AI & Autonomous Workflows ▲Technology
Artificial Intelligence › AI Tooling, Data & MLOps ▲Technology
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.
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.
Artificial Intelligence › AI Applications & Copilots ▲Technology
Artificial Intelligence › Agentic AI & Autonomous Workflows ▲Technology
Artificial Intelligence › AI Tooling, Data & MLOps ▲Technology
TEAM · Technology · Positive Atlassian unveiled AMP protocol and new MCP Server enabling AI agents to work alongside human teams, a product/R&D development.
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.
Artificial Intelligence › AI Applications & Copilots ▲Demand
Artificial Intelligence › Agentic AI & Autonomous Workflows ▲Demand
Artificial Intelligence › AI Tooling, Data & MLOps ▲Demand
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.
Meta Launches Enterprise Platform, Triggering Selloff in Software Stocks
Meta Platforms launched the Meta Enterprise Platform on September 28 as a new business pillar built around its AI technology stack, giving businesses and developers access to tools including the Meta Business Agent, Muse Code, Muse Agent, and Muse API. The market read the move as a competitive threat to enterprise software, sending the iShares Expanded Tech-Software Sector ETF down 2%, ServiceNow down 5%, monday.com down 7%, and MongoDB down 25%. Meta recruited MongoDB CEO Chirantan "CJ" Desai to lead the initiative, and Meta CEO Mark Zuckerberg pointed to Desai's background in full-stack software, security, AI, infrastructure, and business applications. The announcement also dragged down Microsoft by 2%, Salesforce by 4.5%, Oracle by 3%, Adobe by 4%, Figma by 6%, and SAP by 3%. Meta has tried enterprise before, having fully decommissioned its Workplace product in May 2026 after a decade, though recent SaaS results cut against the idea that AI automatically destroys software demand, with MongoDB growing revenue 30% in its latest quarter and raising guidance while ServiceNow's subscription revenue climbed 24.5%.
Artificial Intelligence › AI Applications & Copilots ▼Competition
Cloud & Digital Infrastructure › Horizontal SaaS ▼Competition
Artificial Intelligence › Agentic AI & Autonomous Workflows ▲Competition
Artificial Intelligence › AI Tooling, Data & MLOps Competition
META · Technology · Positive Meta launched the Meta Enterprise Platform, a new business pillar built around its AI technology stack (Business Agent, Muse Code, Muse Agent, Muse API).
MDB · Competition · Negative Meta's new enterprise platform is read as a competitive threat to enterprise software, sending MongoDB down 25% and prompting Meta to recruit MongoDB's CEO to lead the initiative.
Ampersand Raises $15 Million Series A Led by Bessemer to Connect AI Agents to Legacy Enterprise Systems
Ampersand announced a $15 million Series A led by Bessemer Venture Partners, with participation from existing investors Matrix and Flex Capital, to build integration infrastructure that lets agentic applications read and write inside legacy systems of record such as CRM and ERP platforms. New investors in the round include Yelp, Tenacity Capital, CTO Fund, Mana Ventures, and prominent angel investors, and Bessemer Partner Lauri Moore will join Ampersand's board. The company also announced the beta release of Andi, its AI integration agent that helps developers with the implementation work required to run their products in each customer's environment. Ampersand was founded by Ayan Barua, formerly CTO and co-founder of Siftery and VP of Engineering at G2, and Lauren Long, who built Firebase Extensions at Google; the two spoke with more than 100 companies building integrations before writing Ampersand's first line of code. Moore said connecting an agent to a system of record is a demo, but keeping that connection alive across hundreds of customers, with writes you cannot afford to get wrong, is much harder, and that is what Ampersand is building.
Palantir Revenue Nearly Doubles as Forward P/E Hits 116.90
Palantir nearly doubled its revenue in fiscal Q2 2026, up 93% to $1.935 billion, while turning 47% of it into GAAP operating income. The company's U.S. government business brought in $809 million versus $764 million for commercial, but commercial grew 149% in the quarter against 90% for government. Palantir closed 220 deals worth at least $1 million, 98 worth at least $5 million, and 73 worth at least $10 million, and U.S. commercial remaining deal value hit $6.238 billion, up 124% from a year earlier. Full-year 2026 revenue guidance now sits between $8.150 billion and $8.158 billion, with the U.S. commercial target raised to more than $3.424 billion, a growth rate of at least 134%. The stock trades at 116.90 times forward earnings against a sector multiple of 23.77, and at 55.40 times forward sales against 3.53 for the sector, though that is below Palantir's own 5-year average of 125.51. Michael Burry said in a Substack post reported by CNBC that he still holds long-dated Palantir puts, a bet he started in fall 2025, and Palantir's own release notes that its deal values assume customers exercise every option and cancel nothing, even though most contracts can be terminated.