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Totvs in Talks to Acquire Linx, Eyes Further Brazil Deals in 2025

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Brazilian software company Totvs SA is actively negotiating to acquire Linx, the retail software unit of StoneCo, and is also exploring other acquisition opportunities within Brazil for 2025, CEO Dennis Herszkowicz told Reuters.

Totvs has pursued Linx since 2020, but StoneCo ultimately acquired the company in a 6.7 billion reais ($1.22 billion) deal. In April, Totvs entered exclusive talks to buy Linx from StoneCo. Herszkowicz said the acquisition would be beneficial given Linx’s leadership in retail software, but emphasized that closing the deal is not essential for Totvs’ growth.

“Totvs is very broad. And our portfolio is very wide. There isn’t one acquisition that solves everything we want to solve,” he said. The accelerating adoption of AI, cloud computing, and other digital technologies is creating multiple acquisition opportunities, which Totvs views as effective growth shortcuts.

While Totvs operates in several Latin American countries, its focus remains firmly on Brazil, which accounts for the majority of its business. Herszkowicz declined to comment on the timing or financial terms of the Linx negotiations or other potential deals.

The CEO also denied reports that Totvs plans to sell its stake in Dimensa, a fintech joint venture with Brazil’s stock exchange operator B3. He confirmed the company has not engaged advisors for such a sale and said no transaction is currently underway.

Totvs intends to fund acquisitions without needing to divest assets, underscoring the company’s strong financial position and strategic flexibility.

Oracle to Offer Elon Musk’s Grok 3 AI Model to Enterprise Customers

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Oracle announced on Tuesday that it will integrate Grok 3, the latest large language model developed by Elon Musk’s xAI, into its cloud infrastructure portfolio for corporate clients, expanding its AI offerings alongside models from Meta, Mistral, and Cohere.

Grok 3, which debuted in February 2025, was previously available to premium subscribers on Musk’s X platform and to developers through xAI. Now, Oracle Cloud Infrastructure (OCI) will host the model in its data centers, allowing business users to run Grok 3 with full enterprise-grade security and data residency protections.

“Our goal here is to make sure we can provide a portfolio of models — we don’t have our own,” said Karan Batta, Oracle’s Senior VP of Cloud Infrastructure. “That’s the current strategy. We are going to be the one that offers all of them.”

This collaboration aligns with Oracle’s strategy of being a multi-model platform, enabling clients to integrate a variety of AI systems into their enterprise workflows without compromising on data sovereignty or compliance requirements.

What It Means for the Market

  • Grok 3, which competes with models from OpenAI and DeepSeek, will now be accessible to companies who prefer Oracle’s security and compliance environment.

  • Oracle’s move reflects rising demand from businesses seeking access to cutting-edge AI models without having to rely on public-facing APIs that may expose sensitive data.

This announcement follows broader trends of cloud providers forming strategic partnerships with AI startups to diversify their AI ecosystems, especially as businesses become more discerning about how and where their data is processed.

OpenAI Weighs Antitrust Action Against Microsoft Amid Tensions Over AI Partnership

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Executives at OpenAI have internally discussed whether to accuse Microsoft of anticompetitive behavior, potentially seeking a federal regulatory review of their contractual relationship, according to a report from the Wall Street Journal.

Microsoft, a major backer of OpenAI since 2019 with an investment exceeding $10 billion over time, has been a core infrastructure partner via its Azure cloud services. However, tensions between the companies appear to be growing as they negotiate the terms of OpenAI’s ongoing transition into a public-benefit corporation — a step that requires Microsoft’s approval.

Disputes and Strategic Divergences:

  • Talks between the two sides have dragged on for months without a final agreement on Microsoft’s future equity stake in OpenAI.

  • According to The Information, OpenAI is pushing for Microsoft to accept a 33% stake in a restructured subsidiary in exchange for giving up rights to future profits.

  • OpenAI also seeks to revise clauses that currently give Microsoft exclusive hosting rights for its models, potentially opening the door for other cloud providers like Google Cloud, which OpenAI has already begun engaging to expand its compute capacity.

Microsoft, reportedly unwilling to concede to OpenAI’s proposed restructuring, is said to be seeking further concessions. Still, both companies issued a joint statement to Reuters expressing optimism:

“Talks are ongoing and we are optimistic we will continue to build together for years to come.”

Possible Antitrust Implications:

Should OpenAI move forward with an antitrust complaint or regulatory appeal, it could dramatically reshape one of the most influential alliances in the artificial intelligence landscape. Microsoft’s deep integration with OpenAI — spanning cloud infrastructure, product embedding (like Copilot in Office), and funding — could come under increased regulatory scrutiny, especially in the U.S. and EU, where antitrust enforcement in tech has intensified.

This development highlights OpenAI’s increasing desire to diversify partnerships and assert strategic independence, even from its most powerful corporate backer.