A look back at Bloomberg’s 2025 commodity predictions shows a year defined by a return of volatility, spurred by global tariffs. While themes like laggard mean reversion played out, peak supply and reinflation remain open debates for the future.
HPE is betting big that its newly combined Aruba and Juniper networking portfolio, packed with AI features, will create a new market leader. CEO Antonio Neri claims massive customer savings and strong partner growth, but integrating a $13.4B acquisition is never simple. The real test is just beginni
Data security company Rubrik saw its stock rip 25% higher after a massive earnings beat. The company is riding a wave of demand for tools that secure and manage AI agents.
Snowflake’s channel chief Chris Niederman has left the company after just a few months. Amy Kodl, who served as interim leader before, is now the senior vice president of channels and alliances. The move comes as Snowflake reports strong partner growth.
The global data center map is being redrawn. Fueled by AI and sovereignty demands, the Middle East is emerging as a critical hub, with capacity set to triple from 1GW to 3.3GW in five years. The race is now about smart, fast, and sovereign infrastructure.
Anthropic has signed a massive $200 million agreement with cloud data giant Snowflake. The deal will integrate Claude AI directly into Snowflake’s platform for its global customer base, marking a major push into enterprise agentic AI.
Amazon is the US Postal Service’s biggest customer, generating over $6 billion in annual revenue. Their current partnership negotiations, ongoing since February, have yet to reach a new agreement.
Power equipment manufacturer ABB is investing in UK-based OctaiPipe, an AI startup focused on optimizing data center cooling. The partnership aims to help operators cut energy use and meet sustainability demands as electricity consumption for data processing soars.
A new Apple research paper details a hybrid AI model that can estimate complex cardiovascular biomarkers from simple optical sensor data. While not a product announcement, it points to a future where wearables passively monitor far more than just your pulse. The tech could eventually make its way to
Companies are deploying AI agents to update supply and logistics plans in real time, moving away from scheduled planning. Early adopters are already seeing manual work cut in half and shipping costs reduced.
