Adobe vs Autodesk

AI Traffic Doubles, Boosting Holiday Retail Engagement

Adobe's annual holiday shopping forecast predicts AI-driven traffic to US retail sites will more than double (up 130% YoY) this holiday season. A complementary survey of 5,000 US consumers found that AI-referred shoppers add items to carts at a 32% higher rate, and 43% generate more revenue per visit than non-AI traffic, reversing a previous trend. Over 75% of AI-assistant users feel more confident in purchases, and over two-thirds are less likely to return items. Experts advise brands to design for both human and AI-agent customers, as AI tools increasingly serve as discovery and referral channels.

• Adobe predicts AI traffic to US retail sites will increase 130% year-over-year during the holiday season.
• AI-referred consumers add items to carts at a 32% higher rate than non-AI traffic.
• 43% of AI-referred visits generate more revenue per visit compared to non-AI traffic.

Introducing interactive editing controls for the Adobe plugin in ChatGPT

Adobe announces new interactive editing controls for its plugin in ChatGPT, following its expansion to Gemini and Claude.

CData Launches Connect AI Gateway for Governed AI Agents

CData Software announced the launch of Connect AI Gateway, a new platform designed to provide a single control point for AI agents and individuals accessing enterprise systems. The Gateway integrates with CData's existing data layer and hundreds of schema-aware connectors to SAP, NetSuite, Salesforce, and databases, enabling governed access, context-aware responses, and cost-efficient model routing. It includes built-in enterprise MCP, enforces permissions down to the record level, and provides a unified audit trail. Research by CData Labs showed that their connectors returned correct results 98.5% of the time, significantly outperforming competing MCP approaches. The Gateway aims to help enterprises move AI from answering questions to taking actions within business workflows, with governance and cost control.

• CData launched Connect AI Gateway, a platform for governing AI agent access to enterprise systems.
• The Gateway includes built-in enterprise MCP and hundreds of schema-aware connectors.
• CData Labs research found connectors returned correct results 98.5% of the time, versus 65-75% for competing MCP approaches.

8-K Financial Filing Analysis for Autodesk (2026-09-10)

On September 8, 2026, Autodesk, Inc. entered into an underwriting agreement to issue and sell $1.0 billion in aggregate principal amount of senior notes across two tranches: $500 million of 5.050% Notes due 2029 and $500 million of 5.650% Notes due 2033. The offering is underwritten by Morgan Stanley & Co. LLC, BNP Paribas Securities Corp., and Citigroup Global Markets Inc. Autodesk plans to use the net proceeds from the offering, along with available cash on hand, to fully repay the $1.0 billion aggregate principal amount outstanding under its Term Loan Credit Agreement dated June 15, 2026. This transaction enables Autodesk to refinance existing shorter-term debt obligations, locking in fixed long-term interest rates and extending its debt maturity profile.

• Issued $1.0 billion aggregate principal amount of senior notes split into $500 million of 5.050% Notes due 2029 and $500 million of 5.650% Notes due 2033.
• Net proceeds combined with existing cash will be used to repay $1.0 billion under the Term Loan Credit Agreement dated June 15, 2026.
• Interest is payable semi-annually in arrears on March 15 and September 15 of each year, commencing March 15, 2027.

Arcadis and Autodesk Deepen AI Collaboration

Arcadis, a global leader in data-driven sustainable design and engineering, announced an expanded collaboration with Autodesk to accelerate AI, connected data, and digital workflows across the built and natural environment. The partnership integrates Arcadis' domain expertise with Autodesk's Design and Make platform and Autodesk AI, including Autodesk Assistant, to embed knowledge and standards into AI-powered workflows. Joint initiatives include 'See Through Walls,' which uses AI and sensor data to infer hidden building conditions for material reuse and decarbonization. The collaboration aims to improve decision-making, reduce delivery risk, and increase productivity, while keeping human expertise central. Arcadis connects its Model Context Protocol (MCP) capabilities with Autodesk Assistant, retaining full ownership of its knowledge assets. Building on prior AI initiatives that cut quality review times from five days to half a day, this partnership supports Arcadis' digital ecosystem strategy, which reported €4.9 billion in gross revenues for 2025.

• Arcadis and Autodesk announced an expanded collaboration to accelerate AI and data-led delivery.
• The partnership combines Arcadis' domain expertise with Autodesk's Design and Make platform and Autodesk AI, including Autodesk Assistant.
• A joint project 'See Through Walls' uses AI and sensor data to infer hidden building conditions for material reuse and decarbonization.

Autodesk's 'World Is Yours' Campaign Focuses on Human Creativity

Autodesk launched its new campaign, 'The World Is Yours for the Making,' created by agency Giant Spoon, to counter AI anxiety and emphasize human creativity. The campaign features a spot directed by Salomon Ligthelm, opening with a newborn and highlighting real Autodesk customers. CMO Dara Treseder explains the strategy is to position technology as a tool for people, responding to data that 39% of Americans view AI negatively. The ad debuted during the NFL Kickoff Game and will run on linear TV, CTV, and social channels. Autodesk plans to extend the campaign over the next 12 months with emotional, human-focused stories.

• Autodesk launched a new campaign titled 'The World Is Yours for the Making'.
• The campaign was created by agency Giant Spoon.
• The spot debuted on linear TV during the NFL Kickoff Game.