Adobe Sales Forecast, Databricks & Intel Challenge Nvidia

The artificial intelligence sector continues to see significant developments across various industries. Oracle has integrated new, free AI agents into its Fusion Cloud Applications, enhancing marketing, sales, and customer service by automating tasks and providing enterprise-wide insights to boost revenue and customer experience. These agents, available globally, leverage data beyond just CX to offer more comprehensive analysis. Meanwhile, Adobe forecasts a substantial increase in U.S. online holiday sales for 2025, reaching $253.4 billion, with AI-assisted shopping traffic expected to surge by 520%. Shoppers are increasingly relying on AI for recommendations and discounts, with mobile shopping and Buy Now Pay Later services also playing key roles. On the hardware front, a new startup, Unconventional Inc., led by former Databricks and Intel executive Naveen Rao, is reportedly seeking $1 billion to challenge Nvidia's dominance in AI hardware, aiming to develop a new 'substrate for intelligence.' OpenAI CEO Sam Altman has cautioned about a potential AI industry bubble, warning of overinvestment and a possible boom-and-bust cycle, though he believes OpenAI will emerge stronger. In defense, the U.S. Marine Corps launched Project Dynamis, using AI to fuse real-time data for improved battlefield decision-making and precise strikes. The Czech startup Zaitra is also leveraging AI in orbit with its Skaisen model to process satellite data and send alerts faster, reducing latency from hours to minutes. In healthcare, the University of Texas at Austin has recruited AI health tech leader Charles Taylor to direct a new Center for Computational Medicine, focusing on medical applications and personalized care. The equestrian world is also adopting AI, with apps analyzing riding performance, diagnosing lameness, and tracking horse movement. Amidst these advancements, the importance of AI security is highlighted, with organizations urged to consider comprehensive visibility, threat identification, and regulatory alignment when choosing AI-SPM solutions. Despite global political shifts, AI mega deals are providing support to equity investors.

Key Takeaways

• Oracle launched new, free AI agents within its Fusion Cloud Applications to enhance marketing, sales, and customer service, aiming to increase efficiency and revenue.
• Adobe predicts U.S. online holiday sales will reach $253.4 billion in 2025, with AI-assisted shopping traffic expected to grow by 520%.
• Unconventional Inc., a new startup, is reportedly seeking $1 billion to challenge Nvidia's dominance in AI hardware.
• OpenAI CEO Sam Altman warns of a potential AI industry bubble due to overinvestment.
• The U.S. Marine Corps is using AI through Project Dynamis to improve battlefield decision-making and enable precise strikes.
• Czech startup Zaitra uses its Skaisen AI model in orbit to process satellite data and reduce alert latency to minutes.
• Charles A. Taylor, a leader in AI for healthcare, has been recruited by UT Austin to direct a new Center for Computational Medicine.
• AI is being integrated into the equestrian world through apps for training analysis, health diagnostics, and movement tracking.
• Organizations are advised to ask key questions regarding visibility, threat identification, and regulatory alignment when selecting AI security solutions.
• Major AI deals are providing support to equity investors, helping to offset concerns from political instability.

Oracle AI agents boost marketing, sales, and service for new revenue

Oracle has launched new AI agents within its Fusion Cloud Applications to help customer experience leaders increase efficiency and build customer relationships. These agents automate tasks and analyze data for marketing, sales, and service teams. The Marketing AI Agent helps identify prospects and personalize campaigns. The Sales AI Agent assists sales reps with prioritizing opportunities and closing deals. The Service AI Agent empowers support staff to resolve customer issues faster. These tools are built on Oracle's AI platform and are available globally.

Oracle adds free AI agents to Fusion Cloud for marketing, sales, service

Oracle introduced new AI agents for its Fusion Cloud Applications on October 6, 2025, designed to help marketing, sales, and service leaders boost revenue and improve customer experiences. These agents are integrated into existing workflows and run on Oracle Cloud Infrastructure at no extra cost. They automate tasks like lead scoring and ticket prioritization, providing insights to speed up decisions and resolutions. Key features include agents for account fit, deal advice, and service triage, aiming to increase seller productivity and operational efficiency.

Oracle's new AI agents offer enterprise-wide insights for CX teams

Oracle has released new AI agents within its Fusion Cloud Customer Experience (CX) suite to help revenue teams make faster, better decisions. These agents are embedded in marketing, sales, and service processes, automating tasks and analyzing data across the enterprise, not just within CX. Unlike some competitors, Oracle includes these agents at no extra cost. They leverage data from finance, inventory, and supply chain to provide more comprehensive insights for marketers and sales teams, aiming to improve customer relationships and drive revenue.

Oracle AI agents enhance customer experience and revenue generation

Oracle announced new role-based AI agents for its Fusion Cloud Applications on October 6, 2025, to help customer experience leaders unlock new revenue and improve efficiency. These agents are integrated into marketing, sales, and service processes, automating tasks and providing intelligent insights. Available at no additional cost, they run on Oracle Cloud Infrastructure. The agents include features like Account Product Fit for marketing, Deal Advisor for sales, and Triage Agent for service, aiming to personalize support, deepen loyalty, and drive business growth.

Oracle integrates AI agents into Fusion Cloud for marketing, sales, service

Oracle introduced new AI agents for its Fusion Cloud applications on October 6, 2025, focusing on marketing, sales, and customer service. These agents automate tasks, identify trends, and trigger actions within the application. They aim to help customer experience leaders provide personalized support, increase loyalty, and find new revenue opportunities. Marketing agents help prioritize accounts and personalize targeting, sales agents assist with deal preparation and recommendations, and service agents improve issue resolution and self-service options.

Adobe forecasts record $253B US holiday online sales driven by AI and discounts

Adobe predicts U.S. online shoppers will spend $253.4 billion this holiday season, a 5.3% increase year-over-year, despite tariffs and inflation. Shoppers will rely on discounts, flexible payments, and AI to manage their budgets. AI-powered shopping traffic is expected to surge 520%, with Cyber Monday projected as the biggest online sales day at $14.2 billion. Mobile shopping will account for over half of the spending, and Buy Now Pay Later services are expected to drive $20.2 billion in sales.

Adobe predicts 520% AI shopping growth for 2025 US holidays

Adobe forecasts $253.4 billion in U.S. online holiday sales for 2025, a 5.3% rise from last year. Key drivers include discounts, with prices expected to be 28% off, and a 520% surge in AI-assisted shopping traffic. Consumers will use AI for research, recommendations, and gift ideas, particularly in toys and electronics. Mobile shopping will reach a record 56.1% share, and Buy Now Pay Later services are projected to handle $20.2 billion in sales. Cyber Monday is expected to be the largest shopping day.

Sam Altman warns of AI industry bubble and potential implosion

OpenAI CEO Sam Altman believes the AI industry is heading for a significant boom and bust cycle, warning that overinvestment could lead to financial losses. He noted that capital expenditures for AI have contributed more to U.S. economic growth than consumer spending recently. Altman previously expressed concerns about investor overexcitement in AI, suggesting that while some will lose money, his company, OpenAI, aims to emerge stronger. He has also warned about AI's potential societal impacts.

Czech startup Zaitra uses AI in orbit to send faster space messages

Czech startup Zaitra is using its Skaisen AI model to process satellite data in orbit and send concise alerts, reducing latency from hours to minutes. Instead of sending images, Zaitra sends AI-derived insights, such as tracking vessels. Their custom-built Skaidock processor hosts the Skaisen software, filtering unusable data and transmitting only structured text. Zaitra has tested its technology on commercial missions and is developing use cases for methane leak detection and wildfire identification, aiming to automate responses with near-real-time information.

5 key questions for choosing an AI security solution

Organizations need to ask critical questions when selecting an AI Security Posture Management (AI-SPM) solution to protect their AI systems and data. Key considerations include comprehensive visibility into AI models and data risks, the ability to identify and fix AI-specific threats like adversarial attacks, and alignment with regulations such as GDPR. Scalability in cloud environments and seamless integration with existing security tools are also crucial. Proactive AI security is essential for safeguarding business operations and innovation.

AI mega deals boost stocks despite government shutdown and political shifts

Despite a government shutdown and political changes in France and Japan, equity investors are finding support from major deals in the artificial intelligence sector. Janet Mui from RBC Brewin Dolphin notes that AI mega deals are helping investors overlook broader market noise. Additionally, demand for gold is expected to remain strong. The article suggests that AI's influence on the market is significant enough to offset concerns from political instability.

AI apps enhance horse training, health, and rider performance

Artificial intelligence is entering the equestrian world through various apps that analyze riding, diagnose lameness, and track horse movement. Apps like Ridely and Ridesum use AI coaches for personalized training based on rider goals and submitted videos. Health apps such as Sleip and TT Care use AI for lameness analysis and diagnosis. Wearable sensors like Alogo Analysis and Equestic monitor horse movement in 3D. These AI tools offer personalization, automation, and improved performance insights for riders, trainers, and barn owners.

Naveen Rao launches Unconventional Inc. to challenge Nvidia in AI hardware

Serial entrepreneur Naveen Rao, formerly of Databricks and Intel, has launched Unconventional Inc. with the goal of challenging Nvidia's dominance in AI hardware. The startup is reportedly seeking $1 billion in funding at a $5 billion valuation, despite having no product yet. Unconventional aims to create a new 'substrate for intelligence' with brain-scale efficiency, potentially disrupting the AI hardware market. Top venture firms like Andreessen Horowitz are expected to invest, signaling strong investor confidence in Rao's vision.

US Marines enhance combat readiness with Project Dynamis AI

The U.S. Marine Corps launched Project Dynamis on September 10, 2025, to improve battlefield decision-making using AI. This initiative fuses real-time data from Navy vessels and Air Force satellites to enable precise strikes, even in disrupted communications. Led by Col. Arlon D. Smith, the project deploys the Maven Smart System (MSS) to provide unlimited access to major commands. This aligns with the Marine Corps' Artificial Intelligence Implementation Plan, positioning data as a strategic warfighting asset and enhancing joint force interoperability within the CJADC2 framework.

UT Austin recruits AI health tech leader Charles Taylor with GURI award

The University of Texas at Austin has recruited Charles A. Taylor, a leader in applying AI to healthcare technology, using a 2025 Governor's University Research Initiative (GURI) grant. Taylor will direct the new Center for Computational Medicine, a collaboration between UT's Cockrell School of Engineering and Dell Medical School. The center aims to develop innovative medical applications and simulations for disease progression and personalized care. Taylor previously founded Heartflow, an AI-enabled cardiovascular diagnostic tool.

Sources

• Oracle AI Agents Help Marketing, Sales, and Service Leaders Unlock New Revenue Opportunities
• No-cost role-based AI agents: Oracle embeds new marketing, sales & service agents into Fusion CX
• Oracle debuts AI agents for CX and revenue teams
• Oracle AI Agents Help Marketing, Sales, and Service Leaders Unlock New Revenue Opportunities
• Oracle adds AI agents for marketing, sales and service to Fusion Cloud
• Adobe forecasts $253B in U.S. holiday online sales, driven by AI, discounts
• Adobe predicts AI-assisted online shopping to grow 520% during the 2025 U.S. holiday season
• Sam Altman Warns That AI Industry Is Due for a Spectacular Implosion
• AI Sending Messages From Space
• 5 Critical Questions For Adopting an AI Security Solution
• Shutdown, AI and gold
• Artificial intelligence in the horse world
• Naveen Rao Launches Unconventional Inc. to Challenge Nvidia in AI Hardware
• Marines' AI Edge with Project Dynamis
• GURI Award Helps UT Recruit Charles Taylor, Global Leader in AI Health Care Technology