AI News for Mid-September 2026

Aaron and Brandon cover what the week's news means for enterprise buyers. They question whether Oracle's reported $664 billion backlog is durable demand or overlapping commitments, and Brandon argues contracted future spend is how enterprise business works. On the labs' "slow down" messaging, Brandon sees no coordination, only incentives, while Aaron finds the timing too coincidental. Salesforce's Nemotron-based model points to enterprises customizing open models instead of building their own, and Brandon doubts labs will displace systems of record like Workday or SAP. Aaron argues agent pricing has reverted to familiar free, bundled, and negotiated tiers. He sees agent swarms as research capability that most enterprises lack the trust and human-in-the-loop controls to run. SHOW SPONSORS: Nasuni - Activate your data for AI and request a demo NordLayer - Use ENTERPRISE10 for 10% off. SHOW: 1064 SHOW TRANSCRIPT: The Enterprise AI Show #1064 Transcript SHOW VIDEO: https://youtu.be/hrfTovN3kMw SHOW LINKS: https://theenterpriseaishow.com/ FEEDBACK? Email: show @ the enterprise ai show dot com Bluesky: @TheEntAIShow.bsky.social Twitter/X: @TheEntAIShow Instagram: @TheEntAIShow