Big Signal
Bedrock spawns AgentCore—serverless infrastructure for AI agents
AWS previewed AgentCore, a bundle of runtime, memory, observability, identity, gateway, browser, and code-interpreter services that snap into any agent framework and scale on demand. Teams can trade months of IAM wiring and container plumbing for a few SDK calls; early customers say prototype-to-prod time drops “from quarters to sprints.” Watch for a marketplace of plug-and-play agents and a price model that mirrors Lambda’s per-millisecond billing.
Mosaic AI Model Serving posts region-by-region lineup of foundation models
Azure Databricks published the first comprehensive matrix of which Llama 4 Maverick, Google Gemma 3, Anthropic Claude 3.7 Sonnet, and other open models run in each cloud region—and under what economics (pay-per-token vs. provisioned throughput). The doc also formalizes hooks for external providers so you can govern OpenAI or Midjourney endpoints alongside Databricks-hosted ones. Expect a flurry of fine-tune recipes now that latency and licensing caveats are spelled out. Microsoft Learn
BigQuery pipe syntax graduates—cleaner CTEs, reusable windows
Google pushed the WITH pipe operator and named windows to GA, bringing SQL-style structure to pipe syntax and letting teams reuse analytic windows across stages. Analysts report query drafts shrinking by a third; product managers hint at pipe-native materialized views next. Google Cloud
Databricks lets you “ask the table”—LLM SQL autogeneration in Catalog Explorer
A fresh beta adds a natural-language ask box that reads metadata and usage stats before writing SQL you can vet and run. Databricks says early testers saw 85 % “first-try” accuracy on real workloads, and the team is already trialing feedback loops to retrain on rejected queries. Databricks Documentation
Signal Pulse
Conflict radar: Snowflake’s new event table logs every automatic-tag-propagation clash so you can stream conflicts to alerts instead of blind-grepping metadata Snowflake Documentation
Snapshot comeback: Databricks serverless notebooks now preserve Python variables when idle compute shuts down—no more re-running thirty cells after coffee. Databricks Documentation
Gemma lands: Mosaic AI Model Serving adds Google Gemma 3 12B with pay-per-token or provisioned throughput, giving lakehouse shops a strong midsize LLM without leaving the platform. Databricks Documentation
Comment spree: BigQuery Studio introduces threaded comments for notebooks, canvases, and saved queries—finally a review workflow that isn’t Slack-and-screenshots. Google Cloud
Eyes-only: The CAN VIEW permission on Databricks SQL Warehouses hits GA, letting auditors inspect query history without running code. Databricks Documentation
Listings go paid: BigQuery data-sharing listings can now be commercialized directly on Google Cloud Marketplace—new revenue stream, same federation plumbing. Google Cloud
Tools to Know
Airbyte July Launch — Sovereign multi-region control planes, multimodal record-plus-file sync, and Direct Loading that skips raw tables for 50–70 % warehouse savings. Airbyte
LangGraph CLI 0.3.5 — The agent-orchestration SDK ships a beefed-up CLI with wider server bounds and smoother dependency resolution—builders get one command to scaffold, deploy, and observe graph agents. GitHub
Top Reads
“Unlocking Financial Insights with Finch” — Uber Engineering, 17 Jul 2025
Deep dive on a Slack-native AI agent that writes SQL via LangGraph, enforces RBAC, and auto-exports sheets, cutting finance request turnaround from hours to seconds (Uber).“Cloudflare named Visionary in Gartner SASE MQ” — Cloudflare Blog, 15 Jul 2025
A candid teardown of why Cloudflare’s connectivity-cloud play landed it in Gartner’s Visionary quadrant and how a 330-PoP network underpins its single-pass SASE story.
Next-Week Events
PowerUp Data Centers Summit — 21–23 Jul, Dulles VA
unConference 2025 — 22 Jul, Virtual
Agentic AI Summit Week 2 — 23–24 Jul, Virtual
That’s the signal, minus the noise. Have an update we missed? Ping us on Substack or drop a note at thedatasignal.com.
