Databricks achieves Gold Tier Status in Partner Program

Several major players in the tech industry are making significant investments in AI, with Databricks, Scale AI, AMD, Amazon, Nvidia, and Google being key entities in this space. Databricks has partnered with ExlService Holdings to help enterprises strengthen data foundations for AI, achieving Gold Tier Status in the Databricks Partner Program.

AMD plans to invest up to £2 billion in the UK over five years, deepening AI collaborations with partners and powering new national AI supercomputers. This investment ties AMD into a government-backed supercomputing program and reinforces its data center technology.

Arcade.dev has raised $60 million to tackle the problem of securely managing AI agents in enterprise apps, databases, and tools. The company provides authorization, reliability, and governance for AI agents to ensure they only take authorized actions.

Workday has announced new AI and data features, including the Agent Passport security compliance platform for AI agents. The company has also integrated its Workday Data Cloud with Amazon Web Services, enabling bi-directional data connections.

Nvidia, a leader in AI computing, is part of the Roundhill Generative AI & Technology ETF, which has gained 262% since its launch. The fund focuses on the rapidly growing field of generative AI and includes companies like NVIDIA, Alphabet, and Microsoft.

Mastercard has launched Agent Pay, an AI-driven automated payments network, and has also agreed to a $38 billion swipe fee settlement with merchants. Cloudflare has drawn renewed attention after multiple analysts reiterated positive views on the company following a beat-and-raise quarter, highlighting its role in areas like agentic AI.

Constellation Energy has completed a $3.09 billion equity offering and expanded its clean energy capacity, reinforcing its role as a key provider of clean, reliable electricity for AI and data centers.

Home care agencies are also investing in AI, with over 91% using or planning to use AI for operations management. However, AI solutions are increasing total campus and branch network traffic, causing spikes that could degrade customer experience.

Key Takeaways

ExlService Holdings achieves Gold Tier Status in the Databricks Partner Program to help enterprises strengthen data foundations for AI.
AMD plans to invest up to £2 billion in the UK over five years to deepen AI collaborations and power new national AI supercomputers.
Arcade.dev raises $60 million to develop secure action layers for AI agents in enterprise apps, databases, and tools.
Workday announces new AI and data features, including Agent Passport and integration with Amazon Web Services.
The Roundhill Generative AI & Technology ETF has gained 262% since its launch, focusing on generative AI and including companies like NVIDIA, Alphabet, and Microsoft.
Mastercard launches Agent Pay, an AI-driven automated payments network, and agrees to a $38 billion swipe fee settlement with merchants.
Constellation Energy completes a $3.09 billion equity offering and expands its clean energy capacity for AI and data centers.
Home care agencies invest in AI, with over 91% using or planning to use AI for operations management.
AI solutions increase total campus and branch network traffic, causing spikes that could degrade customer experience.
Cloudflare's role in agentic AI has drawn renewed attention, with analysts reiterating positive views on the company.

HealthEquity Bets Big on AI Automation

HealthEquity reported strong quarterly results, driven by growth in Health Savings Accounts and assets under management. The company is expanding AI-driven automation to improve operational efficiency and data protection. Despite ongoing litigation and regulatory scrutiny over a prior cybersecurity incident, HealthEquity's AI push may reshape its investment narrative and risk-reward profile.

Mastercard's AI-Powered Payments

Mastercard has made two major announcements: a $38 billion swipe fee settlement with merchants and the launch of Agent Pay, an AI-driven automated payments network. Despite a recent stock price lift, Mastercard's short-term share price return is still down year-to-date. The company's long-term track record is stronger, with 32.44% and 37.29% total shareholder returns over three and five years.

Cloudflare's AI-Powered Growth

Cloudflare has drawn renewed attention after multiple analysts reiterated positive views on the company following a beat-and-raise quarter. The company's role in areas like agentic AI has become central to the debate around its longer-term prospects. Cloudflare's AI-first shift and recent layoffs are key to its investment narrative.

Constellation Energy's AI-Focused Clean Power

Constellation Energy has completed a $3.09 billion equity offering and expanded its clean energy capacity. The company's AI-focused clean power contracts and infrastructure investments reinforce its role as a key provider of clean, reliable electricity for AI and data centers.

ExlService Holdings Deepens AI Partnership

ExlService Holdings has achieved Gold Tier Status in the Databricks Partner Program, expanding its collaboration to help enterprises strengthen data foundations for AI. The recognition underscores ExlService's role in enabling regulated industries to scale AI with stronger data governance and compliance.

Arcade.dev Raises $60 Million for AI Security

Arcade Raises $60 Million to Control AI Agents

Arcade has raised $60 million in Series A funding to develop its secure action layer for AI agents. The company provides authorization, reliability, and governance for AI agents to ensure they only take authorized actions.

AMD's Expanded UK AI Supercomputing Push

AMD plans to invest up to £2 billion in the UK over five years, deepen AI collaborations with partners, and power new national AI supercomputers. The investment ties AMD into a government-backed supercomputing program and reinforces its data center technology.

Workday Bets on Trusted AI Agents and AWS

Apply for $240M in Agricultural Commodity Programs

The USDA Foreign Agricultural Service has released $240 million for agricultural commodity programs. The funding is available across seven five-year cooperative agreements, ranging from $10 million to $35 million each.

AI ETF Turns $10,000 into Fortune by 2030

A $10,000 stake in the Roundhill Generative AI & Technology ETF has gained 262% since its launch. The fund focuses on the rapidly growing field of generative AI and includes companies like NVIDIA, Alphabet, and Microsoft.

Facebook's AI Search Engine

Meta has launched a new search engine AI tool that could generate over $10 billion in annual revenue if it takes off. The tool allows users to search for content on Facebook and generate answers using AI.

Corning Boosted by AI Data Center Play

Corning's stock has advanced over 100% in 2026, driven by its transformation into a provider of optical communications for AI data centers. The company's optical communications business is growing rapidly.

Home Care Agencies Invest in AI

Over 91% of home care companies are using or planning to use AI for operations management. The adoption of AI is real and happening now, with 87% of agencies actively using AI and 4% planning to adopt AI capabilities.

AI Drives Increase in Network Traffic

AI solutions are increasing total campus and branch network traffic, causing spikes that could degrade customer experience. Organizations need to exert more centralized control over AI tools to manage traffic and security challenges.