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Latest developments

On theCUBE Pod: Dreamforce unveils the agentic dream, and Nscale files to go public SiliconANGLE · 4 weeks ago · 17
On theCUBE Pod: Nvidia steamrolls expectations as Mythos shakes up cybersecurity SiliconANGLE · 1 month ago · 47
On theCUBE Pod: AI bubble debate heats up and neocloud earnings challenge doubters SiliconANGLE · 2 months ago · 18

Timeline

Month Quarter Year

Q3 2026

Salesforce debuted Koa, its first reasoning model for CRM workflows, built on Nvidia’s open-weight Nemotron and offered through its Agentforce platform Model release

Nvidia agreed to acquire Hugging Face for about $12.93 billion Acquisition

Industry commentary and analysis centered on whether accelerated AI investment is forming a “bubble,” amid rising scrutiny of ROI and a shift toward AI infrastructure financing and operations Other

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