Salesforce (CRM.N): customers continue to experience severe delays, with some unable to access certain services.

The report says Agentic AI is shifting the digital world from application-centered to agent-centered. Agents continuously sense the environment, autonomously reason and decide, dynamically invoke tools and interact with humans in real time, with each step producing large-scale token generation and high-frequency flows. It projects global annual token consumption will rise 100,000-fold by 2035, with agent traffic accounting for over 90% of token volume, creating compute, network and cloud demands far beyond those of traditional internet applications. The report distills ten key propositions and research priorities around this assessment.

Google (GOOG.O) has signed its largest carbon-removal agreement to date — the largest disclosed enhanced rock-weathering project — covering 200,000 hectares of rice paddies in Brazil. The agreement targets simultaneous reductions in methane and CO2 emissions.