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Thu, May 29 - Salesforce Acquires Informatica for $8 Billion

Hak

Hak

— 4 min read
Thu, May 29 - Salesforce Acquires Informatica for $8 Billion

It's Thursday, May 29, 2025, and you're reading the Agentive Daily Report.

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Salesforce acquires Informatica for $8 billion to build the backbone for agentic AI solutions in enterprise data.
Nvidia launches a stripped-down Blackwell AI chip for China, responding to export bans while protecting its market share.
Anthropic launches Claude Voice Mode, intensifying the race for seamless voice-enabled AI assistants across platforms.
Google's Gemini API debuts "thought summaries," offering deeper transparency into AI model reasoning.
SpAItial secures $13 million to tackle the "holy grail" of AI: text-to-3D, interactive and photorealistic world generation.
Mistral releases its Agents API, empowering builders with multi-agent orchestration and easier AI integration.
OpenAI prepares "Sign In With ChatGPT" to challenge Google as the universal identity layer for apps.

Today's Top Stories

Salesforce’s $8B Informatica Move: The Backbone for Agentic Enterprise AI

Salesforce is betting big ($8 billion big) on the future of “agentic” AI, grabbing Informatica to own the enterprise data stack just as large-scale AI agents start to automate grunt work from ingestion to transformation. Here’s the thing: Informatica recently launched agentic tools to orchestrate workflows with minimal human input. This deal isn’t about dashboards, it’s about building a whole AI-ready pipeline: Salesforce now combines Informatica, Data Cloud, and MuleSoft into an end-to-end data platform. For anyone playing in the enterprise AI space, this is a clear signal that whoever controls the lineage and quality of data will likely control the next generation of AI deployments. The challenge? Getting all that data “AI-ready” in the real world and establishing trust with risk-averse customers watching for black boxes.

Nvidia’s Regulatory Tightrope: New Blackwell AI Chip Targets China

Nvidia’s response to ongoing US export restrictions is to launch a lower-cost, legally compliant Blackwell chip for the Chinese market. The chip dials back advanced memory features but preserves just enough power to skirt the rules. Nvidia’s CEO revealed the company took a $5.5 billion hit in write-downs thanks to the ban and walked away from $15 billion in lost sales opportunities. That’s real money, and Huawei is nipping at their heels. Here’s why this matters: Nvidia’s ecosystem lock-in (CUDA, developer base) is what keeps it sticky in China. If sanctions become fluid, these kinds of compliant, but capable, chips might become the new normal for global AI supply chains and a test case for how tech giants adapt to shifting political sands.

Claude Gets a Voice: The AI Assistant Arms Race Heats Up

Anthropic has finally given Claude a robust “voice mode.” This isn’t just about talking—it’s about hands-free, natural interaction in the mobile era, with live transcription, Google Workspace integration, and multiple voices. Anthropic’s entry levels the field against OpenAI’s ChatGPT and Google’s Gemini Live. The real battle, though, will be over speed, quality, and accuracy because at this point, voice is table stakes for any serious AI assistant. For developers and enterprise users? It means one more powerful API and a steeper expectation for truly conversational, context-aware agents.

Fast Forward

  • Google’s “Thought Summaries”: Google’s Gemini API now returns concise, human-readable model reasoning, deepening transparency for developers, and raising the floor for interpretability in complex workflows.
  • SpAItial’s $13M for Text-to-3D: This team (ex-Meta, ex-Google, ex-Synthesia) is trying to crack text-to-3D. If they succeed, AI-native game engines could leap from vision-age to a decade of “spatial” generative modeling.
  • Mistral’s Agents API: A developer-friendly orchestration suite for building persistent, multi-agent systems, bringing real agentic workflows (think code execution, web search, RAG) to the masses.
  • OpenAI’s “Sign In With ChatGPT”: OpenAI eyes Google’s “Sign In with…” dominance, prepping a system to become the default user identity for AI-powered apps.
  • Meta’s AI Org Restructure: Meta just split its AI teams (AI Products vs. AGI Foundations) to ship features faster and double down on the Llama roadmap, an important signal for partners and open-source players.
  • UN Study: Gendered Impact of AI Job Losses: A new UN report finds women are three times more likely than men to lose jobs to AI, spotlighting the social dimension of automation risk.
  • Ambience Medical Model Outperforms Physicians: Ambience’s OpenAI-powered medical coding model beats doctors in tests, pointing to near-term disruption in healthcare operations.

New Tools Discovered

  • Blaze AI: The all-in-one content platform for marketers to generate, repurpose, and design cross-channel content with a consistent brand voice and built-in SEO.
  • Posium: Let AI agents handle your app’s entire QA process, from flaky test detection to cross-browser maintenance, shrinking manual testing time.
  • Meco: A dedicated, distraction-free app to read, sort, and manage all your newsletters—now with Gmail and Outlook syncing.
  • Zero: An AI-native email client that automatically manages, organizes, and drafts your messages to cut out inbox chaos.
  • SchedX: Instantly turn your website into a conversation-ready SDR that qualifies leads and books sales calls.

Discover more tools at Agentive.Directory

That's a wrap for today! Thank you for reading this report.

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Until tomorrow,
Hak from Agentive.Studio

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