Victor Dey

Type One Energy CEO Chris Mowry is forcing fusion to meet the unglamorous demands of cost, reliability and paying customers.

At Knowledge 2026, ServiceNow expanded its AI control tower with agent governance as markets question the future of SaaS despite accelerating growth.

SAP's Autonomous Enterprise model puts AI agents in charge of core business operations, rewriting its ERP model that defined the company for 50 years.

SAP's Autonomous Enterprise model puts AI agents in charge of core business operations, rewriting its ERP model that defined the company for 50 years. (Photo by ULI DECK/POOL/AFP via Getty Images)

As investors panic over an AI-driven “SaaSpocalypse,” the legend enterprise software CEO explains what AI agents can and can’t do, the industry’s biggest moat, and his 'Goldilocks formula' for pricing. Plus: Three SaaS companies most at risk of AI disruption.

Andrew Feldman, Benchmark, Foundation Capital and other early Cerebras backers are among the biggest winners from the A.I. chip startup's blockbuster public debut.

Dell’s Jeff Clarke says token consumption for AI reasoning is up 320x as agentic systems break cloud economics, forcing a complete rethink of enterprise data center architecture.

Dell's Jeff Clarke says token consumption for AI reasoning is up 320x as agentic systems break cloud economics, forcing a complete rethink of enterprise data center architecture.

AI is changing how people discover and book trips. Expedia thinks the winners may be the companies powering the systems underneath.

AI model creators spent the past several years chasing scale — a race that produced systems capable of writing software, generating media, and reasoning through increasingly sophisticated tasks.