AI Infrastructure · Data Centers Applied Digital just signed a $7.5 billion lease with a hyperscaler that won't be named. The anonymity isn't incidental. It's the whole argument. By Shashi Bellamkonda · April 24, 2026 $7.5B Delta Forge 1 lease value* 15 yrs Lease term 300 MW Critical IT load $23…
Revenue Technology · Acquisition Analysis Lative's acquisition of Mperativ joins marketing attribution to sales capacity planning on one data model. The ben…
Analysis 5 min April 24, 2026 Enterprise AI DeepSeek V4 is open-source, a million-token context window, and costs $0.14 per million tokens to run. You can add guar…
Enterprise Technology Amazon Connect finally gets a visibility upgrade. What it signals about AWS's commitment to contact center, and what enterprises choos…
Policy Architecture $2B Meta acquisition flagged as "conspiratorial" tech base hollowing Co-founders barred from leaving China · Mul…
Meaning Over Matches: The Strategic Shift to Multimodal Vector Search The transition from keyword matching to intent-based retrieval is no longer a technical lu…
Enterprise Infrastructure & AI Operations Sundar Pichai showed up with the backlog that proved demand. Thomas Kurian showed up with the blueprint that answe…