Compute & Hardware A pure-play chip maker inherits a decade of neglect and a market where both survivors just shrank By Shashi Bellamkonda · July 11, 2026 $16.7B Intel's 2015 purchase price for Altera (Intel, 2015) $8.75B Altera valuation in the 2026 Silver…
Event Preview Three days, nearly a million square feet, and the enterprise buyers behind the AI budgets all in one building in Las Vegas. By Shashi Bellamkonda ·…
Enterprise AI · Model Strategy Washington already switched off a US frontier model for the whole world. Beijing is drawing up the same lever for its labs. The e…
Physical Infrastructure A company-wide water figure, offset by credits purchased in a different watershed, tells a chief information officer almost nothing abou…
Semiconductors · Supply Chain Apple is pulling modems and Wi-Fi chips in-house. Its new deal locks six years of the one radio component it cannot make, at a vol…
Enterprise Security A conference where researchers hand you next year's problems a year early. This is my first Black Hat, and it arrives in a year when the…
Enterprise Architecture Compliance moves from supplier risk logs to atomic-level material intelligence as new regulatory frameworks redefine enterprise data req…