Iterable

Iterable Validated by Databricks, Joins CustomerLake Launch

Iterable announced it has achieved Databricks Validated Partner status and joined as a launch partner for Databricks CustomerLake, an agentic Customer Data Platform. Iterable said its native Data Sync service continuously exports Iterable-enriched engagement signals into Databricks while Smart Ingest pulls governed lakehouse data into Iterable, creating a closed-loop, lakehouse-native activation path. The companies claim the integration enables real-time, personalized cross-channel marketing without data duplication and cites more than 130 joint customers. Databricks positions CustomerLake as an AI-native, agentic CDP for unifying profiles, segmenting audiences and automating campaigns; Iterable will serve as an activation layer for orchestrated journeys and messaging.

Chinese-Made PCBs Raise U.S. National Security Concerns

Nearly all printed circuit boards (PCBs) used under AI chips — including those for Nvidia and other major tech firms — are manufactured in China, creating supply-chain and national security risks for the United States. U.S. Defense Department officials warn that compromised PCBs could enable data exfiltration or weapon failures, and the Pentagon is requiring most defense purchases come from domestic factories. The U.S. share of global PCB production has fallen sharply (from ~30% to about 4% per the PCBAA). Policymakers are considering subsidies and legislation (including the Protecting Circuit Boards and Substrates Act offering a 25% tax credit and a House companion bill proposing $3 billion in grants) to boost U.S. capacity. Public U.S. PCB makers TTM Technologies and Sanmina are expanding production amid rising prices and demand.

Salesforce shifts focus to data layer over Marketing Cloud

Salesforce is emphasizing its data layer and agent-driven platform strategy while de-emphasizing its traditional marketing and commerce reporting. In its Q1 2027 earnings the company stopped publishing separate results for its marketing and commerce tools, folding them into an 'Agentforce Apps' segment. Salesforce reported the combined Agentforce and Data 360 business generated nearly $3.4 billion ARR (up ~200% year‑over‑year) and said Data 360 processed 52 trillion records (up 136% year‑over‑year). The article notes marketers face complexity and cost with Salesforce’s broader stack, and that competitors such as Braze, Kalviyo, Iterable, Adobe and Shopify are attracting marketers seeking easier, more agile marketing automation solutions.