Amazon's $200B AI Investment, AWS Q4 Revenue, and Varonis Acquires AllTrue.ai - Enterprise AI Brief #54
February 13, 2026 -
Enterprise AI Brief
Hi there,
Welcome to the latest edition of the Enterprise AI Brief, where we bring you the most recent developments in the world of artificial intelligence and enterprise technology. This week, Amazon Web Services has made headlines by funding Gaxos.ai's AI-powered sales platform, aiming to enhance sales coaching with the help of Caylent as a development partner. Additionally, Amazon Web Services reported a significant revenue increase of 24% in Q4 2025, reaching $35.6 billion, driven by new agreements and a growing demand for AI services.
In other news, Core AI Holdings, Inc. has partnered with CSPM Resources SDN BHD to upgrade AI infrastructure in Malaysia, while Varonis has acquired AllTrue.ai to bolster AI security management capabilities. Meanwhile, Mitsubishi UFJ Financial Group is expanding its workforce to support AI data center financing, reflecting the rising demand for AI investments. Stay tuned for more updates on these and other exciting developments in the AI industry.
Welcome to the latest edition of the Enterprise AI Brief, where we bring you the most recent developments in the world of artificial intelligence and enterprise technology. This week, Amazon Web Services has made headlines by funding Gaxos.ai's AI-powered sales platform, aiming to enhance sales coaching with the help of Caylent as a development partner. Additionally, Amazon Web Services reported a significant revenue increase of 24% in Q4 2025, reaching $35.6 billion, driven by new agreements and a growing demand for AI services.
In other news, Core AI Holdings, Inc. has partnered with CSPM Resources SDN BHD to upgrade AI infrastructure in Malaysia, while Varonis has acquired AllTrue.ai to bolster AI security management capabilities. Meanwhile, Mitsubishi UFJ Financial Group is expanding its workforce to support AI data center financing, reflecting the rising demand for AI investments. Stay tuned for more updates on these and other exciting developments in the AI industry.
Amazon AWS Funds Gaxos.ai AI Sales Platform
Amazon Web Services has announced funding for the development of Gaxos.ai's AI-powered sales coaching platform, in partnership with Caylent. The initiative aims to create a scalable, AWS-native infrastructure with features like live call transcription and automated coaching intelligence. Read more
AWS Reports $35.6 Billion Revenue in Q4 2025
Amazon Web Services reported a revenue of $35.6 billion in the fourth quarter of 2025, marking a 24% increase from the previous year. The growth is driven by new agreements and increased demand for AI services, although Amazon's stock fell due to concerns over expenditures and earnings expectations. Read more
Core AI Partners with CSPM Resources to Enhance AI Infrastructure in Malaysia
Core AI Holdings, Inc. has announced a partnership with CSPM Resources SDN BHD to enhance AI infrastructure in Malaysia by retrofitting existing data centers into AI-capable facilities. Read more
Varonis Acquires AllTrue.ai for AI Security Management
Varonis has announced its acquisition of AllTrue.ai, aiming to enhance AI security management across enterprises. The acquisition will provide organizations with improved tools for managing and securing AI systems, ensuring compliance and minimizing risks. Read more
Mitsubishi UFJ Expands Hiring for AI Data Center Financing
Mitsubishi UFJ Financial Group is increasing its workforce to support financing for data centers, driven by the rising demand for AI investments. The bank expects significant investment in data center projects over the next five years. Read more
myTU and Intrepid Fox Partner for AI-Driven Onboarding
myTU, a digital bank from Lithuania, has partnered with Intrepid Fox, a London-based AI platform, to automate business onboarding in the European Economic Area, reducing times for SMEs and fintechs. Read more
MINDCo and Bank of Maldives to Launch AI Competency Centre
The Maldives Innovation and Digital Company and the Bank of Maldives have partnered to establish a National AI and Data Competency Centre, supporting the Maldives 2.0 Digital Transformation agenda. Read more
Siemens Energy to Invest $1 Billion in U.S. Expansion
Siemens Energy is set to invest $1 billion to boost power grid and gas turbine production in the U.S. This move is in response to the rising electricity demand from data centers. Read more
Bounteous and Anthropic Launch AI Workshops
Bounteous has partnered with Anthropic to introduce the Claude Code Lab series, focusing on responsible AI adoption. The series will educate professionals on implementing Claude Code in enterprises, starting with events in Frisco and London in 2026. Read more
Amazon Plans $200 Billion AI Investment
Amazon has announced a $200 billion investment in AI and infrastructure, increasing its spending from last year's $125 billion. This move aligns with other tech giants like Meta, Google, and Microsoft, who are also heavily investing in AI. Read more
KPMG Launches Tax AI Accelerator Program with Duke Energy
On February 3, 2026, KPMG announced its Tax AI Accelerator Program to help corporate tax departments integrate generative AI. Duke Energy is a key participant, focusing on AI skills and tax process enhancement. Read more
AppFactor Raises $4 Million for AI Platform
London-based AppFactor has secured $4 million in seed funding to enhance its AI platform for enterprise software modernization. Read more
Goldman Sachs and Anthropic Collaborate on AI for Accounting
Goldman Sachs is working with AI startup Anthropic to create AI agents for automating accounting and compliance tasks. The partnership aims to improve efficiency in trade accounting and client onboarding. Read more
US Signal Expands AI Infrastructure with New Fiber
The company US Signal is expanding its AI infrastructure by constructing over 1,000 miles of new fiber in Ohio and Indiana to enhance connectivity and support AI service demand. Read more
Bank of Valletta and Oracle to Implement AI Model
The Malta-based Bank of Valletta is collaborating with Oracle Financial Services to adopt an AI-first operating model by mid-2026, enhancing processes in various banking sectors. Read more
NTT DATA Acquires Zero&One for Cloud Expansion
NTT DATA has acquired Zero&One, a Dubai-based AWS Premier Tier Services Partner, to enhance its AI-driven cloud services in the Middle East. Read more
Virgin Media O2 Expands AI Partnership with Zinkworks
Virgin Media O2 is expanding its collaboration with Zinkworks to incorporate AI-driven automation in its mobile network, aiming to reduce downtime and improve reliability across the UK. Read more
Submer and Anant Raj Ltd to Build AI Data Centers in India
Submer and Anant Raj Ltd have partnered to develop AI-ready data centers in India, focusing on modular and sustainable infrastructure for high-density AI workloads. Read more
Arm Holdings Reports Record Q3 2026 Revenue
Arm Holdings announced a record revenue of $1.24 billion for Q3 2026, driven by growth in AI and data center markets. This marks a 26% increase year-on-year, with significant contributions from royalty and license revenues. Read more
Amdocs Launches AI Operating System and Appoints New CEO
Amdocs has introduced an agentic operating system for telecoms to manage AI agents, coinciding with the appointment of Shimie Hortig as the new President and CEO. Read more
Hesai and Grab Partner for LiDAR Distribution
Hesai Technology has partnered with Grab to distribute LiDAR products in Southeast Asia. This strategic collaboration aims to leverage Grab's network to enhance the availability of LiDAR sensors for industries like robotics and autonomous systems. Read more
PowerBank Corporation Deploys AI Agents with Intellistake
PowerBank Corporation has announced the full deployment of AI agents in collaboration with Intellistake, following a successful beta testing phase. This transition marks a significant step in enhancing operational efficiency and customer service. Read more
DG Matrix and Exowatt Partner for AI Power Solutions
DG Matrix and Exowatt have announced a strategic partnership to integrate DG Matrix's solid-state transformer technology into Exowatt's P3 platform, aiming to enhance renewable energy solutions for data centers in the AI sector. Read more
Armada and Nscale Partner for Global AI Infrastructure
On February 5, 2026, Armada and Nscale announced a partnership to enhance sovereign AI infrastructure globally, focusing on secure and compliant AI solutions for public and enterprise sectors. Read more
Britive and Cisco Duo Partner for Zero Trust Security
On February 5, 2026, Britive announced a strategic integration with Cisco Duo to enhance the Zero Trust framework by combining authentication and runtime privilege management. Read more
Opentrons and NVIDIA Collaborate on AI for Lab Robotics
Opentrons Labworks Inc. is partnering with NVIDIA to integrate AI into laboratory robotics. The collaboration aims to enhance experimental execution and drug discovery using NVIDIA's platforms. Read more
Gallea Ai Partners with IBM for AI Solutions
Gallea Ai has partnered with IBM to offer AI and hybrid cloud solutions to small and mid-sized businesses in North America and the UK, enhancing their capabilities with IBM's technology. Read more
Amazon Leo and AT&T Partner for Satellite and Fiber Expansion
A new agreement between AT&T and Amazon Leo will see the use of satellite internet services and fiber connectivity to enhance network coverage. The partnership aims to benefit business users in underserved areas and includes plans for AT&T to expand its fiber network significantly by 2030. Read more
BCG and ElevenLabs Partner for Conversational Agents
Boston Consulting Group and ElevenLabs have announced a strategic partnership to develop conversational agents for enterprises, aiming to improve customer interactions and service efficiency. Read more
Workday Co-Founder Aneel Bhusri Returns as CEO
Workday has announced that co-founder Aneel Bhusri is returning as CEO, as the company focuses on AI advancements. Carl Eschenbach will step down but remain as a strategic advisor. Read more
Infosys and Cursor Partner for AI-Driven Software Engineering
On January 27, 2026, Infosys and Cursor announced a strategic partnership to enhance software engineering through AI. The collaboration will create a Center of Excellence to integrate Cursor's AI with Infosys Topaz Fabric™. Read more
STMicroelectronics and AWS Expand AI Data Center Partnership
STMicroelectronics has announced an expanded collaboration with Amazon Web Services to enhance high-performance computing infrastructure for cloud and AI data centers. This agreement positions ST as a key supplier of advanced semiconductor technologies. Read more
IBM Invests in Anima for AI in Enterprise Teams
IBM has made a strategic investment in Anima to boost AI adoption among enterprise product teams. This move aims to enhance app design and development by enabling direct communication of team needs to AI. Read more
Databricks CEO Discusses AI Impact and Company Growth
Databricks CEO Ali Ghodsi announced a $5.4 billion revenue run rate, emphasizing AI's role in boosting SaaS usage and highlighting the success of their AI product, Genie. Read more
Skan AI Introduces Agentic Ontology of Work
Skan AI has launched the Agentic Ontology of Work (AOW), a standardized language to improve human-AI collaboration. This initiative seeks to create a common vocabulary for enterprises to manage AI systems and automation. Read more
Mistral AI and EcoDataCenter to Build AI Data Center in Sweden
Mistral AI and EcoDataCenter have announced a €1.2 billion investment to construct an AI-focused data center in Borlänge, Sweden, set to open in 2027. The project aims to boost Europe's AI capabilities using renewable energy. Read more
Draslovka and Avathon Partner for AI in Mining
On February 10, 2026, Draslovka and Avathon announced a strategic partnership to enhance AI solutions in mining by integrating their technologies to improve efficiency and decision-making. Read more
Eve Security Files Patent for AI Risk Control Service
Eve Security has filed a patent for 'Interrogation-as-a-Service', a model to improve AI risk control by allowing real-time validation of AI decisions. Read more
Radiant Logistics Introduces AI Agent 'Ray'
Radiant Logistics has launched an AI agent called 'Ray' to enhance the management of quote requests from international agents, as part of its digital transformation strategy. Read more
ByteDance and Alibaba Unveil AI Image Tools
China's ByteDance and Alibaba have launched new AI image-generation models, enhancing content creation capabilities for users and businesses. Read more
Kong Inc. Launches Context Mesh for AI Integration
Kong Inc. has introduced the Kong Context Mesh, a new product aimed at transforming existing APIs for AI agent use. This tool is designed to help organizations overcome integration challenges by automating API discovery and governance. Read more
Bell Canada to Build AI Data Centre in Saskatchewan
Bell Canada plans to construct an AI data centre campus near Regina, Saskatchewan, as part of its AI Fabric project. The initiative includes rezoning a 160-acre site and aims to support research and job creation. Read more
Aston Martin Aramco Partners with Cognition for AI Software
The Aston Martin Aramco Formula One Team has entered a multi-year partnership with Cognition to leverage AI in software development, supporting their championship ambitions. Read more
Takeda Partners with Iambic Therapeutics for AI Drug Discovery
Japanese pharmaceutical company Takeda has partnered with Iambic Therapeutics in a $1.7 billion deal to use AI in drug discovery. Read more
Rakuten Mobile and Intel Collaborate on AI for vRAN
Rakuten Mobile has partnered with Intel to integrate AI into its Radio Access Network operations, aiming to enhance network performance and efficiency. Read more
Robo.ai and DaBoss.AI Launch Joint Venture in UAE
Robo.ai and DaBoss.AI have partnered to establish a data acquisition and annotation center in Dubai, UAE, focusing on distributed embodied intelligence. Read more
OPAQUE Secures $24M Series B for Confidential AI
OPAQUE has raised $24 million in a Series B funding round to enhance its Confidential AI platform, which ensures privacy and compliance for sensitive data in AI models. The round was led by Walden Catalyst with participation from several investors, valuing the company at approximately $300 million. Read more
Saltbox Mgmt Launches AI Platform for Salesforce Services
On January 21, 2026, Saltbox Mgmt introduced Saltbox.One (S1), an AI platform aimed at enhancing Salesforce service delivery by consolidating experience and best practices. Read more
Harvey to Open Dallas Office in 2026
Harvey, a legal AI startup from San Francisco valued at $11 billion, plans to open a new office in Dallas by April 2026 to support legal teams in Texas. Read more
Feedzai Partners with Neterium for AI Financial Crime Prevention
On February 12, 2026, Feedzai announced a strategic partnership with Neterium to enhance AI-driven financial crime prevention through integrated real-time screening solutions. Read more
IBM to Increase Entry-Level Hiring in U.S.
IBM plans to triple its entry-level hiring in the U.S. by 2026, focusing on roles that emphasize customer engagement over tasks that can be automated by AI. Read more
CoreWeave Introduces ARENA Lab for AI Testing
CoreWeave has launched the ARENA lab to test AI workloads on specialized infrastructure, simulating real-world conditions to provide insights into performance and costs before full-scale production. Read more
Ark Data Centers Partners with Nutanix for AI Cloud Infrastructure
Ark Data Centers has partnered with Nutanix to enhance cloud infrastructure for AI applications. The collaboration aims to provide integrated disaster recovery and simplified operations for mid-market and enterprise clients. Read more
Blockbrain Raises €17.5 Million for AI Platform Expansion
German startup Blockbrain has secured €17.5 million in Series A funding to enhance its AI platform's security and governance, develop specialized AI agents, and expand its presence in Europe and the UK. Read more
Wesfarmers and Microsoft Form AI Partnership
Wesfarmers and Microsoft have announced a multi-year strategic partnership to boost AI innovation in Australia and New Zealand. The collaboration will leverage Microsoft's AI, data, and cloud technologies to enhance productivity and customer experience. Read more
SoftBank Gains $4.2 Billion from OpenAI Investment
SoftBank has reported a $4.2 billion gain from its investment in OpenAI, contributing to a net profit for the fiscal third quarter. Despite significant debt, SoftBank continues to invest heavily in AI technology. Read more
MiniMax Introduces Cost-Effective M2.5 AI Model
Chinese AI startup MiniMax has launched its M2.5 language model, offering a cost-effective alternative to high-end AI models from Google and Anthropic, with operational costs as low as $10,000 per year. Read more
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