Ecosystems

Sierra and Meta are developing Personal Agent Protocol, an open standard defining how personal AI agents authenticate with businesses and what those businesses let them do, with Genesys, Instinct, Rocket, Shopify, Stripe and Walmart. A v0.1 specification is due this month, and payments are listed as a future extension rather than part of it. Meta […]

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Bank of America cut BE Semiconductor Industries to neutral and nearly halved its price target, saying the share price does not reflect the threat of ASML entering hybrid bonding, the market Besi depends on for growth. Besi has also been approached by two American rivals, one of which has owned 9% of it since last […]

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Nokia’s chief executive Justin Hotard says the industry would build data centres twice as fast if memory and energy supply allowed, and that demand would hold even without a new frontier model for three years. Bain and a paper presented at the Brookings Papers on Economic Activity both question whether the revenue exists to pay […]

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Collibra has acquired trail ML, a Munich startup whose agents work out which AI rules apply to a system, check whether its controls work, and block agent actions that break policy, with no price disclosed. The market exists because of the EU AI Act, whose enforcement powers arrived on 2 August and whose frontier model […]

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PwC and Cohere have announced a global alliance to sell secure enterprise AI, beginning in Canada, with no client, value or timeline disclosed. Cohere markets itself as a sovereign AI company while completing a merger with Germany’s Aleph Alpha in which Cohere shareholders take roughly 90%, as Europe drafts rules defining the highest tier of […]

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