News & Events zu ServiceNow Inc (NOW)NOWServiceNow Inc

Google Launches Genie 4 Model, Enhancing Real-Time Interactive Simulation

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.GENIE 4:Googleis announcing its research on Genie 4, its new world model that, according to the company, brings unprecedented realism and native audio to real-time interactive simulation. The Genie 4 model incorporates and builds on capabilities from the Gemini family: Gemini Omni anchors simulations in real-world appearance and behavior, while other Gemini models provide the complex reasoning needed to help maintain a simulation's coherence and continuity. "With Genie 4, you can set an event in motion and steer scenes in real time using natural language, like moving the camera, changing the weather, or introducing new characters. Every world also generates native audio on the fly, including ambient sounds, music, and interactive dialogue. Simulating the world is a crucial step toward AGI, enabling safe training environments for robots and agents, and amplifying creative tools across industries like filmmaking, journalism, gaming, and manufacturing," the company said. Google has started rolling out Genie 4 to a limited group of trusted testers. It's coming soon to Google AI Ultra subscribers in Project Genie and early access partners in the Gemini API and AI Studio.GOOGLE TPUS:Oracleand Google announced that Google's Tensor Processing Units will be available through Oracle Cloud Infrastructure, marking the first time Google TPUs will be offered on a hyperscale cloud platform outside Google. By bringing Google's purpose-built TPUs to OCI's AI compute portfolio, customers gain the flexibility to match their most demanding workloads with infrastructure designed for near-linear scalability and highly optimized economics. Google TPUs are custom accelerators co-designed with open software to power the entire AI lifecycle-from frontier training and large-scale inference to the multi-step reasoning data demands of agentic AI. OCI will provide the power, cooling, and datacenter networking to deploy Google TPUs at scale within its infrastructure.ENTERPRISE COMPUTING:Oracle announced a major new collaboration with OpenAI to redefine how the world's businesses run in the age of AI. By bringing together OpenAI models, ChatGPT, and Codex with Oracle's applications, data, and cloud infrastructure, both companies are putting AI directly to work across the systems and operations used by customers that power the world's economy. An expanded suite of products brings that approach to life, by helping people work across systems with AI, enabling them to build and deploy applications, finding and fixing security vulnerabilities, and giving entrepreneurs an integrated foundation to build and run companies.AGENTIC AI:Inteland Oracle announced plans for a multiyear collaboration intended to expand Intel Xeon-based computing on Oracle Cloud Infrastructure. The collaboration is intended to meet the growing demand for enterprise applications, agentic AI, and inference, and is expected to span current and future Xeon platforms, including planned OCI X14 offerings based on Intel's next-generation server processor codenamed Diamond Rapids.MULTI-GIGAWATT SCALE:Nvidiaand Oracle announced plans to expand Oracle Cloud Infrastructure Superclusters with Nvidia Vera Rubin NVL72 systems to multi-gigawatt scale, supporting growing customer demand for AI training, inference and agentic applications. Oracle and Nvidia also expanded their AI infrastructure collaboration with the general availability of Nvidia Vera Rubin NVL72 and Nvidia Vera CPUs on OCI. The expanded collaboration gives customers infrastructure for both the GPU-intensive work of training and serving frontier models and the CPU-intensive tasks agents perform between model calls, including executing tools, testing code and retrieving data. Customers can scale CPU and GPU resources independently to match their workloads, helping reduce idle capacity and put more of their infrastructure to productive use.META EQUITY OFFERING:Nvidia and Meta Platoformsannounced they will partner to expand their work on Muse and the Muse family of models to improve inference and training performance. Meta's Muse models and agents, which leverage Nvidia's infrastructure, have delivered frontier-level benchmark performance and surging consumer downloads since launch. Meta and Nvidia intend to further deepen their collaboration by partnering on optimizations across workflows to maximize performance and improve total cost of ownership. Meta and Nvidia will also consider additional collaboration opportunities with Nvidia on its Nvidia OpenShell Reference Architecture, including Nvidia OpenShell for safe deployment and Nvidia Sentry for monitoring agent behavior. Meta intends to expand the deployment of Nvidia infrastructure, including Vera Rubin and Vera CPUs for next-generation AI agents to deliver maximum performance per watt. Meta will also deploy Nvidia Spectrum-X Ethernet networking and BlueField-4 to support network efficiency and throughput. In addition, Nvidia will invest $3 billion in Meta's equity offering.In addition, AMDhighlighted its "deep strategic partnership" with Meta, announcing AMD Helios rackscale solutions are running at Meta, AMD EPYC processors power Meta's Muse AI agent, and AMD technologies provide Day-0 support for Meta models including Muse Spark Open and Muse Glimmer. In addition, AMD will invest $1B in Meta's equity offering. "Meta is a strategic partner for AMD, and we have built this partnership through years of deep technical collaboration - from EPYC processors powering Meta's infrastructure to Instinct GPUs and open software supporting its AI workloads. With Helios now running at Meta, we are taking that partnership to a new scale in the superintelligence era. Together, we are building and deploying infrastructure at gigawatt scale and shaping future generations of silicon, software and systems to enable Meta's most ambitious superintelligence models and services," said Lisa Su, Chair and CEO, AMD.PARTNERSHIP:ServiceNowand Google Cloud announced an expanded partnership that connects the industry-specific operational context of ServiceNow's Action Fabric to Gemini Enterprise, making agentic AI more accessible for mutual customers across multiple industries in the assistant they use daily. These new live and planned integrations mean Gemini Enterprise will be capable of reasoning and taking complex, multi-step actions using ServiceNow's widely-adopted industry workflows. With Gemini Enterprise as a unified, single interface, mutual customers can scale AI agents to support employees at headquarters, technicians in the field, or brick-and-mortar retail teams. The integrations maintain enterprise-level security, low-latency, and governance customers expect from ServiceNow and Google Cloud.

ServiceNow and Google Cloud Expand Partnership to Enhance AI Accessibility

ServiceNow (NOW) and Google Cloud (GOOGL) announced an expanded partnership that connects the industry-specific operational context of ServiceNow's Action Fabric to Gemini Enterprise, making agentic AI more accessible for mutual customers across multiple industries in the assistant they use daily. These new live and planned integrations mean Gemini Enterprise will be capable of reasoning and taking complex, multi-step actions using ServiceNow's widely-adopted industry workflows. With Gemini Enterprise as a unified, single interface, mutual customers can scale AI agents to support employees at headquarters, technicians in the field, or brick-and-mortar retail teams. The integrations maintain enterprise-level security, low-latency, and governance customers expect from ServiceNow and Google Cloud.

DayOne Data Centers Weighs IPO Delay, Targeting $2.5B-$3B

Massive AI rounds from Tenstorrent and Modal Labs lead this week's financings.This week's private company news:DayOne Data Centers is weighing options for its U.S. IPO, including a potential delay or size cut, as volatility around data centers increases, Bloomberg's Julia Fioretti, Elffie Chew, Manuel Baigorri, and Bailey Lipschultz. According to sources, the company is considering going ahead with a smaller listing that may raise $2.5B-$3B, roughly half of what it had originally aimed for. Deliberations are ongoing and DayOne hasn't made any final decisions, the sources add.SB Energy, the SoftBank Group–controlled developer of a massive planned Ohio data center project for OpenAI, is considering going public in December or possibly waiting until next year, according to people familiar with the discussions, The Information's Phoebe Liu and Valida Pau. That is a later timeline than previously expected, the authors note. The data center developer was aiming to go public as soon as September, The Information reported in August.Some of the biggest capital raises by private companies this week include:Tenstorrent– The AI computing company has closed $1.5B in Series E funding at a $6.2B post-money valuation. The round was led by Trace Capital and Innovation X, with participation from new and existing investors. Publicly-traded companies operating in the same space include AMD, Intel, and Qualcomm.Modal Labs– The provider of artificial intelligence infrastructure announced that it has raised $750 in Series D round, led by Accel. The company is now valued at $15.75B. Publicly-traded companies operating in the same space include Snowflake, MongoDB, and ServiceNow.Belk– The regional department store serving communities across the Southeastern U.S. announced the closing of $1.275B in new senior secured credit facilities with Wells Fargo Bank and Pathlight Capital. Publicly-traded companies operating in the same space include Macy's, Dillard's, and Nordstrom.Whop– The technology company on a mission to deliver everyone a sustainable income, announced a $200M Series D at a $5.1B valuation, led by Sequoia and Shopify Ventures. Publicly-traded companies operating in the same space include Shopify, Block, and Etsy (ESTY).Hertha Metals– The steel company behind the world's first single-step steel and high-purity iron process for lower-cost domestic production has announced the close of a $133.65M Series A round, including a $65M equity investment from the U.S. Government, executed through its Industrial Base Analysis and Sustainment program in partnership with the Economic Defense Unit. The round was co-led by Khosla Ventures and Doerr Capital, with participation from CEV, Pear Ventures, Gates Frontier, Niterra SUISO no MORI Fund, Toyota Ventures and Siemens Financial Services. Publicly-traded companies operating in the same space include Nucor, Steel Dynamics, and Cleveland-Cliffs.Unicorns to watch this week:Lunar Energy– The company remains one to watch as home‑battery adoption accelerates and grid‑independence tech draws policy attention. Lunar Energy last raised $102M at a $1B valuation, and it continues to position itself alongside Tesla, Enphase, and SolarEdgein residential energy storage.Axelar– The company stays on radar as cross‑chain infrastructure gains traction in the blockchain/AI convergence theme. It's consistently cited among emerging unicorns in that category, with public market analogs including Coinbase, Marathon Digital, and Riot Platforms.Anysphere– The company continues to draw attention in the AI‑native developer‑tools space, appearing in recent coverage of new $5B‑plus "ultra‑unicorns." Its closest public market peers include Microsoft, Alphabet, and CoreWeaveas AI‑accelerated infrastructure reshapes software development.VAST Data– The company remains a high‑momentum enterprise AI‑infrastructure name, with ongoing interest around its data layer architecture for large scale AI workloads. Publicly-traded companies operating in the same space include Pure Storage, Snowflake, and NetApp.Digit Insurance– The company continues to stand out in digital‑first insurance as tech enabled underwriting gains share and customer acquisition shifts online. It operates in the same space as Lemonade, Root, and Progressive, and remains a notable player in the insurtech rebound narrative.IPOs to watch:FireFly Robotics– The company, which designs and manufactures autonomous, all-electric robotic systems for turf and grounds environments, announced it has publicly filed a registration statement on Form S-1 with the U.S. Securities and Exchange Commission relating to a proposed public direct listing of its common stock. The company is not selling any shares and will not receive any proceeds in the direct listing.Anthropic– The company is now planning to hold its IPO in November, which is later than the October listing expected by investors, The Wall Street Journal's Corrie Driebusch, Anissa Gardizy, and Kate Clark, citing people familiar with the matter. The report states that a delayed listing would allow the company to share its Q3 results and show its strong competitive position. Anthropic also intends to meet with investors in the coming days, and the meetings are expected to help the company and its bankers gauge investor appetite for the offering, WSJ noted.Nscale Limited– The company has filed with the SEC for an initial public offering of its ordinary shares. The company intends to apply to list its ordinary shares on the New York Stock Exchange under the symbol "NSCL". Goldman Sachs, J.P. Morgan, Morgan Stanley are listed as the lead bookrunners.Altera Corporation– Altera announced that its parent company has confidentially submitted a draft registration statement on Form S-1 with the Securities and Exchange Commission relating to the proposed public offering of its common stock. "The number of shares to be offered and the price range for the proposed offering have not yet been determined. The proposed public offering remains subject to the completion of the SEC review process, as well as market and other conditions," Altera stated. Altera, which provides high-performance, programmable compute and connectivity solutions, is backed by Silver Lake and Intel.Brooks Automation– The company announced that it has confidentially submitted a draft registration statement on Form S-1 with the Securities and Exchange Commission relating to the proposed initial public offering of its common stock. The number of shares to be offered and the price range for the proposed offering have not yet been determined. The initial public offering is expected to take place after the SEC completes its review process, subject to market and other conditions."Private Markets" is The Fly's recurring series of stories on the latest moves in the private sector, largest unicorn companies and initial public offerings to watch. Fly subscribers, add $PRIVATE to your portfolio for alerts on breaking news in the startup and venture capital space.