This week: Nvidia bets the enterprise on its open-source Agent Toolkit — with Salesforce, Adobe, SAP and 14 others building their next-gen AI agents on a shared Nvidia stack. IBM and Arm team up on dual-architecture hardware for mission-critical AI. Visa and Fiserv roll out a unified acceptance platform across European acquiring.

Weekly Partnership Digest — March 2026

AI search is reshaping e-commerce—from click-based browsing to zero-click commerce where AI agents compare products, recommend options, and even complete purchases inside chat interfaces. For brands selling custom-sized products, this shift creates new opportunities but also challenges around data quality, sizing intelligence, and real-time inventory. Winning will require AI-ready catalogs, predictive supply chains, and partnerships built for an agent-driven shopping world.

Europe produces world-class engineers, research, and innovation. Yet much of the digital infrastructure we rely on every day is owned elsewhere. These charts reveal the uncomfortable reality behind Europe’s tech dependency—and why building an EU Stack has become an urgent priority.

Nvidia’s $100 billion investment in OpenAI marks a turning point in the AI landscape, reshaping how intelligence is built, scaled, and delivered. This strategic alliance unlocks massive compute capacity, deepens hardware–software integration, and intensifies competition. Our interactive map explores how major players — from Microsoft and Google to AMD, AWS, and sovereign initiatives — are repositioning through partnerships, alternative chips, and ecosystem plays.