ByteDance, Alibaba, and Tencent have placed orders for over $35 billion worth of Nvidia RTX PRO 5500 graphics cards. The companies requested more than three million units for AI inference tasks. Deliveries are expected to begin in the first quarter of 2027, though Nvidia warned that buyers may receive only 5% to 10% of their orders due to production constraints.
Salesforce has agreed to acquire customer engagement platform Braze in a deal valued at $5.66 billion. Shareholders will receive $47.50 per share in cash. The transaction, which is expected to close in fiscal year 2028, aims to integrate Braze’s real-time customer data processing with Salesforce’s Marketing Cloud and Agentforce systems.
Amazon plans to invest more than €16 billion, approximately $18 billion, in Germany during 2027. The funding covers cloud and AI infrastructure, logistics, satellite communications, and entertainment. Specifically, €4.8 billion is allocated to expand the AWS Frankfurt region, and the company will open a second robotics and AI research lab in Berlin.
AI cloud startup Modal has adopted Nvidia’s new Vera processors for its computing infrastructure. Modal, which recently raised $750 million at a $15.75 billion valuation, reported that the chips doubled the workload capacity for its autonomous agents. Nvidia targets $20 billion in revenue from Vera processors during the current fiscal year.
Microsoft has introduced new security controls for enterprise AI agents, treating them as potential insider risks. The company expanded its agent discovery to 60 local tool types, including Claude Code and GitHub Copilot. Administrators can now restrict agent actions, require human approval for high-impact changes, or implement dynamic, time-bound permissions.
