Analysis 6 minutes 2026-04-26 AI Infrastructure · Cloud Strategy When a vendor controls the chip, the network, the cooling, and the data center simultaneously, the performance story is real. So is the exit problem. By Shashi Bellamkonda · April 26, 2026 8th generation of Google's custom AI chip, now…
Data Resilience · Enterprise Infrastructure When the recovery layer and the storage layer belong to different vendors, who owns your recovery SLA? By Shashi Bell…
Enterprise Security · Field Report What happens when the security model built for static data meets AI agents that move, copy, and act on data faster than any p…
Platform Strategy · Enterprise AI The Microsoft 365 Agent Store creates a curated, governed tier of enterprise agents. The Model Context Protocol opens a back d…
AI Infrastructure · Drug Discovery The gap between protein-structure prediction and an approved drug is where every AI pharma bet eventually has to prove itself…
AI Infrastructure · Research Analysis Google's image generator passed computer vision benchmarks it was never trained to pass. The enterprise software indus…
Investor Relations · Enterprise Narrative Strategy Record revenue. Record cash flow. A stock down 60 percent. Adobe's crisis is not competitive — it is comm…