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AI security startup AIR came out of stealth with $50M across two seed rounds led by Sequoia and Greenoaks, for software that checks the skills and tools AI agents use and blocks unsafe ones.
Logistics software company Descartes Systems Group acquired Extensiv, formerly 3PL Central, which makes warehouse management and fulfillment software for third-party logistics providers, for about $120M in cash.
Broadcom introduced VMware Private AI Cloud, built on VMware Cloud Foundation 9, and VMware AI Factory as its foundation, aiming to let enterprises run inference and AI agents on private infrastructure.
GitLab reported fiscal Q2 revenue of $286.3M, up 21%, and set full-year revenue guidance at $1,129M-$1,133M; CEO Bill Staples cited record gross bookings.
Palo Alto Networks disclosed in its fiscal Q4 results that it has acquired Console, an AI-native platform for agentic workflows, to extend its Cortex platform beyond security operations.
HR software maker HiBob raised $166M in its largest round to date, led by Salesforce, at a valuation of about $3.2B, up from $2.7B in 2023.
MongoDB reported fiscal Q2 revenue of $771.8M, up 30%, with Atlas revenue of $565.9M, and raised full-year revenue guidance to $2.99B-$3.03B.
Palo Alto Networks reported fiscal Q4 revenue of $3.41B, up 34%, with Next-Generation Security ARR up 63% to $9.10B, and guided fiscal 2027 revenue to $14.10B-$14.20B.
Private equity firm Epiris agreed a recommended cash offer of 1,120 pence a share for UK business communications provider Gamma Communications, valuing its shares at about £1.02B.
At Fal.Con, CrowdStrike launched Falcon IQ, a set of more than 50 AI agents for vulnerability assessment and remediation built on Nvidia Nemotron models, and made its Falcon platform available on Google Cloud.
Owner, which sells an AI-run software platform to restaurants and other local businesses, raised a $240M Series D at a $2.3B valuation, led by Growth Equity at Goldman Sachs Alternatives.
U.S. District Judge Rita Lin in San Francisco struck down the Defense Department's designation of Anthropic as a supply-chain risk, finding the government retaliated against the company for limiting military uses of Claude.