Salesforce 已同意收购 Rune Technologies。这家美国初创公司的 AI 软件帮助军队在前线附近规划补给。Salesforce 于周四宣布了这笔交易。Rune 将并入 Missionforce，后者是 Salesforce 一年前推出的防务业务部门。
Salesforce has agreed to buy Rune Technologies. The US startup’s AI software helps the military plan supplies near the front line. Salesforce announced the deal on Thursday. Rune will join Missionforce, the defence business Salesforce launched a year ago.
Salesforce 未披露交易价格。据 Resilience Media 的 Margaux MacColl 报道，引述两位知情人士透露，Salesforce 将以 3.75 亿美元的现金和股票支付。TNW 尚未独立核实该数字。
Salesforce did not disclose the price. It is paying $375m in cash and shares, Margaux MacColl reported for Resilience Media. She cited two sources familiar with the matter. TNW has not independently verified the figure.
“Salesforce 正在加倍押注国家安全，这是我们在该领域最重大的一次收购。”Missionforce 与 Government Cloud 首席执行官 Kendall Collins 在 Salesforce 的声明中表示。Rune 的产品David Tuttle 和 Peter Goldsborough 于 2024 年创立 Rune，此前二人曾在 Anduril 担任领导职务。其软件 TyrOS 能预测前线部队所需物资，并建议如何分配资源、规划运输路线。它能在几乎没有或完全没有网络连接的情况下继续运行，并在网络恢复时同步数据。
“Salesforce is doubling down on national security with our most significant acquisition in this space.”Kendall Collins, chief executive of Missionforce and Government Cloud, in Salesforce’s announcement What Rune makes David Tuttle and Peter Goldsborough founded Rune in 2024, after leadership roles at Anduril. Its software, TyrOS, forecasts what frontline units will need and suggests how to share out resources and route transport. It keeps working with little or no network connection and syncs when the network returns.
Salesforce 称，美国陆军和海军陆战队已在使用该软件。据五角大楼的合同公告，6 月陆军向 Rune 授予了一份价值 9900 万美元的 TyrOS 合同。陆军仅收到一份投标。
The US Army and Marine Corps already use it, Salesforce said. In June, the Army awarded Rune a $99m contract for TyrOS, according to the Pentagon’s contract notice. The Army received only one bid.
据 Resilience Media 报道，Rune 已融资 3000 万美元。其投资方包括 Andreessen Horowitz、Point72 Ventures 和 IQT（前身为 In-Q-Tel）。知情人士之一透露，Rune 最近一次估值为 1.34 亿美元。
Rune has raised $30m. Its investors include Andreessen Horowitz, Point72 Ventures and IQT, formerly called In-Q-Tel, according to Resilience Media. One of its sources put Rune’s last valuation at $134m.
“借助 Salesforce，我们能将已构建的能力进一步拓展，把从前线到企业级的作战后勤打通。”Rune 首席执行官 David Tuttle 表示。Salesforce 的防务扩张Salesforce 称其防务业务年增长率达 80%，客户覆盖美军所有六大军种。公司还提到一份为期 10 年、上限 56 亿美元的陆军合同。Salesforce 将 Missionforce 定位为总部层面的记录系统，并表示 Rune 增添了前线层面的能力。
“With Salesforce, we can take what we’ve built further, connecting operational logistics from the frontline to the enterprise.”David Tuttle, Rune’s chief executive Salesforce’s defence push Salesforce said its defence business is growing 80% a year, with customers in all six branches of the US military. It also cited a 10-year Army contract with a $5.6bn ceiling. Salesforce describes Missionforce as the system of record at headquarters, and says Rune adds the frontline layer.
该公司将 Rune 的工具定位为“超级智能”，这是其近期 SIForce 重塑品牌背后的标签。10 月 20 日，Salesforce 同意以约 57 亿美元收购营销平台 Braze。该公司还于 9 月完成了对 Fin 的收购。
The company frames Rune’s tools as “super intelligence”, the label behind its recent SIForce rebrand. On 20 October, Salesforce agreed to buy marketing platform Braze for about $5.7bn. It also completed its Fin acquisition in September.
Salesforce 预计该交易将在其 2027 财年第四季度完成。
Salesforce expects the deal to close in the fourth quarter of its 2027 fiscal year.