back
Get SIGNAL/NOISE in your inbox daily

Microsoft’s Copilot and Google Vertex AI face new competition as Cohere launches North, a secure AI workspace platform designed specifically for enterprise deployment in regulated industries.

The platform overview: North combines large language models, search capabilities, and automation tools in a secure environment that prioritizes data privacy and control.

  • The platform can be deployed in private cloud environments or on-premises installations
  • North includes Compass, a built-in search system that processes multiple data types including images, presentations, spreadsheets, and documents across languages
  • Internal testing indicates Compass reduces task completion times by over 80% compared to manual searches

Performance metrics: Cohere’s internal benchmarks demonstrate North’s superior performance against competing platforms, particularly in specialized business functions.

  • While all platforms performed well in automated tests, North maintained consistent accuracy under human review
  • The platform showed particular strength in finance and IT operations
  • Microsoft Copilot achieved only 29% relative accuracy compared to North in IT-related tasks

Strategic partnerships: Early adoption signals promising enterprise integration, with major financial institutions leading the way.

  • Royal Bank of Canada has partnered with Cohere to develop North for Banking, a specialized version for financial institutions
  • Early testers include companies across finance, healthcare, manufacturing, and infrastructure sectors
  • The platform enables employees to build and customize AI tools without technical expertise

Market positioning: Cohere CEO Aidan Gomez emphasizes a shift away from computational scale toward practical implementation and data quality.

  • Gomez highlights data quality and synthetic data as key drivers of progress rather than computational power
  • The approach has made Cohere “an order of magnitude more capital efficient” than competitors
  • The company targets regulated industries where data security has traditionally limited AI adoption

Impact on enterprise AI adoption: The competitive landscape for enterprise AI solutions is evolving beyond raw computational capabilities.

  • Enterprises are seeking customized solutions rather than adapted consumer AI chatbots
  • Security and customization are becoming primary considerations over processing power
  • The platform is currently available through an early access program

Beyond the hype: While North’s launch represents a significant development in enterprise AI, its true impact will depend on real-world implementation and sustained performance advantages over established competitors. The focus on security and customization addresses key enterprise concerns, but maintaining this edge will require continuous innovation as Microsoft and Google enhance their offerings.

Recent Stories

Oct 17, 2025

DOE fusion roadmap targets 2030s commercial deployment as AI drives $9B investment

The Department of Energy has released a new roadmap targeting commercial-scale fusion power deployment by the mid-2030s, though the plan lacks specific funding commitments and relies on scientific breakthroughs that have eluded researchers for decades. The strategy emphasizes public-private partnerships and positions AI as both a research tool and motivation for developing fusion energy to meet data centers' growing electricity demands. The big picture: The DOE's roadmap aims to "deliver the public infrastructure that supports the fusion private sector scale up in the 2030s," but acknowledges it cannot commit to specific funding levels and remains subject to Congressional appropriations. Why...

Oct 17, 2025

Tying it all together: Credo’s purple cables power the $4B AI data center boom

Credo, a Silicon Valley semiconductor company specializing in data center cables and chips, has seen its stock price more than double this year to $143.61, following a 245% surge in 2024. The company's signature purple cables, which cost between $300-$500 each, have become essential infrastructure for AI data centers, positioning Credo to capitalize on the trillion-dollar AI infrastructure expansion as hyperscalers like Amazon, Microsoft, and Elon Musk's xAI rapidly build out massive computing facilities. What you should know: Credo's active electrical cables (AECs) are becoming indispensable for connecting the massive GPU clusters required for AI training and inference. The company...

Oct 17, 2025

Vatican launches Latin American AI network for human development

The Vatican hosted a two-day conference bringing together 50 global experts to explore how artificial intelligence can advance peace, social justice, and human development. The event launched the Latin American AI Network for Integral Human Development and established principles for ethical AI governance that prioritize human dignity over technological advancement. What you should know: The Pontifical Academy of Social Sciences, the Vatican's research body for social issues, organized the "Digital Rerum Novarum" conference on October 16-17, combining academic research with practical AI applications. Participants included leading experts from MIT, Microsoft, Columbia University, the UN, and major European institutions. The conference...