Confluent explores potential sale amid rising AI data demand

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Confluent, a leading data streaming software company, is exploring a potential sale after attracting acquisition interest from private equity firms and technology companies, sources told Reuters. The discussions are still in early stages, with no guarantee a deal will materialize.

Shares of Confluent (CFLT.O) jumped 11% on Wednesday following the report, lifting its market value to about $7.9 billion. The move comes after the company’s stock fell 26% this year, making it a more appealing target for potential buyers, particularly after it lost a major customer in July.

Based in Mountain View, California, Confluent provides enterprise software that manages real-time data streams — a critical function for training and scaling artificial intelligence models. The firm was founded by the creators of Apache Kafka, an open-source system widely used for handling large volumes of live data such as financial transactions and web analytics.

The growing interest underscores the surge in demand for data infrastructure tools amid the AI boom. In May, Salesforce agreed to buy Informatica for about $8 billion to enhance its AI data management capabilities, signaling broader consolidation in the sector.

Confluent has not commented publicly on the talks. Industry analysts say any acquisition could mark a major shift in the AI software landscape as companies race to strengthen their data processing capabilities.

Cisco unveils AI-focused chip to link massive data centers

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Cisco Systems has introduced a new networking chip, the P200, designed to connect large-scale AI data centers across vast distances. The technology, which will power a new generation of high-capacity routers, has already attracted major clients including Microsoft Azure and Alibaba Cloud, the company announced Wednesday.

The P200 aims to solve a growing challenge in artificial intelligence — connecting geographically distant data centers so they can operate as one massive computing system. “AI training jobs are now so large, they require multiple data centers working together — even a thousand miles apart,” said Martin Lund, Cisco’s executive vice president of common hardware.

The chip consolidates what previously required 92 separate components into one, allowing routers to use 65% less power. Cisco said the innovation helps AI firms manage rising energy demands as data centers spread to regions such as Texas and Louisiana, where electricity is more abundant.

The P200 will compete directly with Broadcom’s networking chips, offering faster data synchronization and more efficient buffering technology, a crucial feature for ensuring AI workloads remain stable across distributed systems.

Industry leaders including Microsoft’s Dave Maltz praised the move, saying the chip provides “faster networks with more buffering to absorb bursts of data,” critical for scaling AI operations. Cisco did not disclose investment costs or revenue expectations but said the chip represents a major leap in AI infrastructure efficiency.

Amazon Pharmacy to open prescription kiosks at One Medical clinics

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Amazon Pharmacy will begin offering in-person prescription pickup for the first time through electronic kiosks located inside its One Medical primary care clinics, starting in Los Angeles this December. The kiosks will dispense common medications such as antibiotics, asthma inhalers, and blood pressure treatments, marking a new step in Amazon’s healthcare expansion.

The initiative aims to reduce shipping costs and make prescriptions more accessible for patients, said Hannah McClellan Richards, vice president at Amazon Pharmacy. Patients can consult pharmacists virtually at the kiosks, which will carry inventory tailored to each clinic’s needs.

While One Medical members — who pay $199 annually for access to primary and urgent care — will be the first to benefit, non-members will also be able to use the kiosks after appointments. Amazon plans to expand the model nationwide in 2026, and is already in talks with other health systems for potential partnerships.

The kiosks won’t dispense refrigerated or tightly regulated medications such as GLP-1 weight-loss drugs or controlled pain treatments.

Amazon’s move builds on its 2018 PillPack acquisition and its 2023 purchase of One Medical, as it seeks to integrate pharmacy, logistics, and primary care under one network. Analysts say the plan could help Amazon cut delivery costs — one of its largest operational expenses — by positioning inventory closer to consumers.