NEWS

SAP puts order and shipment-exception agents on its Business Network, with Joule agents due in Q4 2026.

SAP is positioning agentic AI across trading-partner collaboration on SAP Business Network, which it says carried more than US$8T in commerce and more than 940M transactions in the 12 months ending Q3 2026. Its agents cover order confirmation, shipping notices and supply chain exception handling, with Joule agents planned for general availability in Q4 2026. The shift is agents working between companies, not only inside one ERP.

SAP News Center · SAP News Center · Nov 3, 2026

More from The Feed

NEWS

OpenAI says its future data centers will cut power use when the US grid is strained, starting with up to 1,000 MW in Georgia.

OpenAI's Grid Protectors program asks its future campuses to reduce load when the US grid is under strain. It is non-binding, and the model is OpenAI's existing 25-year Georgia Power deal for the 3.2 GW Effingham County campus, where the utility can curtail up to 1,000 MW at peak and OpenAI pays full grid costs. The open question is how often utilities actually get to call it.

Sebastian Moss, DCD · OpenAI · Nov 3, 2026
NEWS

PJM's emergency power buy for data centers could shrink from 6.8 GW to about 630 MW after utilities cut their load forecasts.

After FERC rejected most of its first plan, PJM refiled its reliability backstop with a March 1 start. Jefferies says utilities cut near-term large-load forecasts by 6.5 GW, so the purchase could fall to about 630 MW, while a CRA study still sees an 11.5 GW shortfall by 2030. The same grid looks short or nearly fine depending on whose forecast you use.

Ethan Howland, Utility Dive · Nov 3, 2026