by Thomas Wieberneit | May 27, 2025 | Analysis, Blog |
The news On May 27, 2025, Salesforce announced that it has reached a definitive agreement to acquire Informatica for about $8bn. According to the press release, “bringing together Informatica’s cloud-native capabilities — including its extensive data catalog, data integration, governance, quality and privacy, metadata management, and MDM — with the Salesforce platform will unlock new capabilities for Salesforce’s enterprise data stack, delivering a complete solution to the challenges of AI at scale”. The acquisition is planned to enhance Salesforce’ data foundation which is critical for deploying agentic AI. “The combination of Informatica’s rich data catalog, data integration, governance, quality and privacy, metadata management, and Master Data Management (MDM) services with the Salesforce platform will establish a unified architecture for agentic AI — enabling AI agents to operate safely, responsibly, and at scale across the modern enterprise”. The bigger picture For agentic AI systems – or agents in general – to operate efficiently, it needs two things: data and data. Data from a vendor’s own systems as well as data from external systems that can get harmonized and accessed/used by the software agents. SAP during its annual Sapphire event just made exactly this point by showcasing how its Joule family of agents can use data from SAP and non-SAP applications. As there is no vendor to rule them all (thanks to J.R.R. Tolkien for this inspiration) there is an importance on again two things: (zero copy) data integration and data management including its governance. These seemingly not-so-sexy capabilities are sorely lacked by many application vendors but, again, thanks to AI, increasingly necessary. Again, AI, especially autonomous AI systems, cannot be...
