PYMNTS.com·2025-10-21 20:45Core Insights - The developments in Big Tech indicate a maturing AI ecosystem, shifting focus from model building to creating integrated pipelines, agents, and data platforms that enable models to work together at scale [1] Salesforce - Salesforce introduced Agentforce 360 at its conference, aiming to create an "agentic enterprise" that connects humans, agents, and enterprise data on a unified system [3] - The platform incorporates autonomous and multimodal AI across its Service, Marketing, and Commerce clouds, representing an evolution in CRM [4] - Salesforce announced a $15 billion investment over the next five years to enhance its innovation and workforce, with a long-term revenue goal of $60 billion by 2030 [5] - The company emphasized that agentic workflows and automation will drive future enterprise growth [5] - Slack's role as the interface for Salesforce's agent ecosystem was expanded, along with updates to its Trusted AI governance framework focusing on data provenance and model explainability [6] Adobe - Adobe launched Adobe AI Foundry, allowing enterprises to train custom generative models on proprietary brand assets, ensuring AI outputs align with brand identity [7] - Early adopters like Home Depot and Walt Disney Imagineering are piloting brand-specific models to automate campaign creation and content workflows [7] - Adobe is transitioning to usage-based pricing linked to generative output, moving away from traditional software licenses [7] - Foundry models are built on the Firefly foundation, ensuring enterprise IP security and addressing brand dilution risks associated with generative AI [8] Oracle - Oracle introduced the Oracle AI Data Platform, Autonomous AI Lakehouse, and Oracle Database 26ai to integrate data governance, analytics, and AI [10] - The new architecture allows enterprises to run generative and predictive AI workloads without transferring sensitive data externally, promoting data security [11] - Oracle expanded its partnership with AMD to enhance access to next-generation graphics processing units for large AI workloads [12] Google - Google announced a $9 billion investment through 2027 to expand its AI and cloud infrastructure in South Carolina, part of a larger $24 billion global initiative [13] - This investment will support the development of hyperscale data centers, subsea cables, renewable energy capacity, and new fiber networks [13] - Google's strategy emphasizes the importance of controlling the physical infrastructure for maintaining leadership in AI services [14]