Amazon is pouring another $5 billion into Anthropic, while the AI startup has pledged a staggering $100 billion to AWS over the next decade. The reciprocal mega-deal secures up to 5 gigawatts of custom Trainium chip capacity for Anthropic, helping the rapidly growing Claude developer meet unprecedented consumer demand while cementing Amazon's dominance in the cloud AI war.

Bank of America Securities has raised its price target for Amazon to $298, citing accelerated growth in AWS and online retail. Driven by a massive expected boost from Anthropic-related AI revenues and faster retail delivery speeds, analysts remain bullish that Amazon will rapidly monetize its historic $200 billion infrastructure investments.

Salesforce announced the launch of Salesforce Headless 360, a major platform shift that makes every capability across its ecosystem accessible via APIs, MCP tools, or CLI commands, enabling both humans and AI agents to operate without relying on traditional user interfaces. The announcement reflects a fundamental redesign of Salesforce for the “agentic enterprise,” where AI agents increasingly perform tasks alongside humans. Rather than requiring users to navigate dashboards

The chief of the top-tier software player, whose tools help enterprises manage customer relationships, sales, marketing, and support, said that AI is making Salesforce more valuable to its customers, and AI firms or competitors can’t “vibe-code” their own sales-management software to compete with Salesforce on security, compliance and other vital features. https://www.msn.com/en-us/news/other/salesforce-ceo-marc-benioff-thinks-saaspocalypse-bears-are-dead-wrong-even-as-crm-st

Salesforce’s reimagined marketplace makes buying AI and applications inside Salesforce dramatically easier and makes leaving Salesforce later even harder. Salesforce has merged three separate “stores” for apps and AI tools into a single marketplace called AgentExchange. It is live now with roughly 13,000-plus ready-made apps, AI agents, and automation components. The stated goal is simple: Help companies find, buy, and turn on AI helpers faster inside Salesforce and Slack....

Salesforce announced Headless 360 at its TDX developer conference, a major platform redesign that exposes the entire system through APIs and command-based tools instead of graphical interfaces. The change allows AI agents to manage enterprise operations directly, without relying on browsers, and includes over 100 new developer tools along with a $50 million investment to support partner adoption of AI agent features https://mlq.ai/news/salesforce-completes-platform-redesign-c