AI News for Mid-September 2026
The Enterprise AI Show
September 21, 2026
Aaron and Brandon cover what the week's news means for enterprise buyers. They question whether Oracle's reported $664 billion backlog is durable demand or overlapping commitments, and Brandon argues contracted future spend is how enterprise business works.
Speakers Aaron, Brandon
TopicsTechnologyNewsTech News
Aaron (0:08)
Good morning, good evening, wherever you are, and welcome back to the Enterprise AI Show. This is your host, Aaron, and we received some feedback and actually seen in the listener stats that you enjoy the monthly news shows, but a month is often too long to really talk about some of the AI topics since the AI, AI news moves so fast. So we're trying something new. We're moving to two AI News shows, one every two weeks. So let us know what you think.
Uh, through all the usual channels, you can send your feedback. And with that, we're going to jump right into the news right after this quick break
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Aaron (1:33)
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Find out what attackers know before they can use it. Visit nordlayer.com/intelligence/enterpriseai and use code enterprise10 for 10% off your NordStellar plan And we're back, and I guess you could call this a a new spin to an old show. I don't, I don't know, Brandon. We we'll have to pick a na- a name for this. So- We call
Brandon (2:30)
it a remix … y- That's what the kids call it. A remix.
Aaron (2:31)
It's a remix. Yes. So here we go, remix for, for news. So here's what we're gonna do, everyone out there. W- for a while there we did news weekly in the introduction. Then we moved it to once a month, and AI News, once a month, i- it might as well be a once a year show.
That's right. And so we're moving it up. W- we know we just did a new show two weeks ago, and this is what we're gonna start, start doing going forward. I feel like AI News Bi-Weekly is a horrible name, though, so just like our other naming series, we have to come up with a name for this series eventually. I like your remix the News Remix. Maybe that's what we're gonna end up going with, Brandon. But it's just Brandon and I for the news, and we're gonna hit the major news for the last two weeks or so. Brandon, first of all, though, is there any sports you wanna talk about?
I feel like the news show always starts with sports unofficially, so-
Brandon (3:25)
Well, I should. I mean, you know, there's a lot of new, uh, doom and gloom out there, but listen, if you just wanna w- watch an old-fashioned rivalry and just with a lot of emotion, and if you're not even interested in American football, you should watch LSU and Ole Miss play this week.
And for those, most of you don't, have no idea what's going on, just know that the coach for LSU left Ole Miss about eight months ago in a very, uh, dramatic fashion. So it's like, it's almost like, you know how they talk about sports is great when, like, two teams are really similar and, like, all the people are very similar, but they then play and they hate each other more. So there you go. So you can watch it.
It, uh… and there's gonna be a lot of talk this week about him returning to, to play a game there. So if you're just looking for a distraction and just ca- let's call it sports family drama, flip find your TV and watch Ole Miss play LSU, and it'll be a lot of, there'll be a lot of dr- dramatics. I don't know exactly what's gonna happen, but there'll be a lot of drama that will go on.
Aaron (4:22)
I agree. I agree. I love it. All right, man, so let's jump in. We actually have, we haven't done this much recently, we have a cloud news story, and it's all about Oracle, though. I feel like Oracle, they may wanna be an AI player, but we're gonna put them in the cloud news bucket for now.
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