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REDWOOD CITY, Calif. - Informatica announced three strategic innovations with Microsoft during the Microsoft Ignite 2025 conference, integrating its Intelligent Data Management Cloud (IDMC) platform with Microsoft Foundry, Microsoft's enterprise-grade agentic AI platform. This partnership comes at a time when enterprise software companies are seeing significant market attention, with industry leaders like Salesforce trading at a P/E ratio of 33.87 and maintaining impressive gross profit margins of 77.65% according to InvestingPro data.
The collaboration aims to help enterprises build and deploy AI agents using governed data while maintaining compliance. The first innovation is Informatica MCP Server for Foundry Agent Service, which allows customers building AI agents in Foundry to connect directly to trusted data from Informatica's cloud platform using the Model Context Protocol.
Informatica also unveiled new GenAI recipes built for Foundry, including pre-built blueprints and recipes for industry-specific applications such as loan processing and automobile insurance claims processing. These tools are designed to accelerate the development of enterprise-ready applications on the Foundry platform.
The third innovation expands Informatica's CLAIRE AI engine integration with Foundry, delivering advanced reasoning across services like data integration, quality, governance and Master Data Management. CLAIRE is now natively available on Microsoft Azure regions in the U.S. and Europe.
Additionally, Informatica announced support for reading and writing Microsoft OneLake tables backed by the Apache Iceberg table format, enhancing interoperability for analytics.
"By integrating our CLAIRE AI engine and IDMC services with Foundry, we help customers build AI agents and applications with confidence, compliance and speed," said Krish Vitaldevara, Chief Product Officer at Informatica.
Amanda Silver, CVP Apps and Agents at Microsoft, noted that "trusted, governed data is critical to delivering accurate and responsible outcomes" as enterprises adopt agentic AI through Microsoft Foundry.
According to the press release statement, Informatica and Microsoft currently serve over 1,000 joint customers across industries.
In other recent news, Salesforce has completed its acquisition of Informatica for approximately $8.3 billion in cash, earlier than initially expected. This acquisition is set to enhance Salesforce's AI capabilities by integrating Informatica's data management solutions into its platform. Mizuho has reiterated an Outperform rating for Salesforce, maintaining a price target of $340.00, following the successful acquisition. Cantor Fitzgerald also reaffirmed its Overweight rating on Salesforce, with a price target of $325.00, expressing confidence in the company's long-term growth potential. Similarly, TD Cowen reiterated a Buy rating with a $335.00 price target, highlighting Salesforce's strong position in enterprise software. These analyst ratings reflect a positive outlook on Salesforce's strategic moves and market position. Additionally, President Donald Trump called off plans to deploy federal troops to San Francisco after discussions with tech leaders, including Salesforce founder Marc Benioff. These developments underscore Salesforce's influential role in both the tech industry and broader societal discussions.
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