Analysis By Shashi Bellamkonda
At this week’s Optical Fiber Communication (OFC) Conference in Los Angeles, Nokia unveiled a new portfolio of application-optimized coherent transport solutions. While the technical milestones are impressive—including a projected 70% reduction in total cost of ownership and a high-density amplifier capable of supporting 160 fiber pairs in a single…
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The Strategic Pivot: Operational Dominance and the "Vera Rubin" Inflection Intelligence Brief Thursday, March 19, 2026
The global landscape is currently defined by a…
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Snowflake enters the agentic AI race with a desktop platform that turns governed enterprise data into finished business deliverables. The 9,100 AI accounts it already has will be…
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Enterprise Technology
Shashi Bellamkonda · March 18, 2026 · 5 min read
Enterprise video platforms have always been good at telling you what people watched. They have rar…
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On March 18, 2026, Avaya announced Avaya Nexus, a mission-critical voice platform built for regulated and high-security environments including government agencies, healthcare syst…
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e On March 16, 2026, NVIDIA-backed Reflection AI signed a deal with South Korean conglomerate Shinsegae Group to build a 250-megawatt sovereign AI data center — the largest in Kor…
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Analysis · Infrastructure · NVIDIA GTC 2026 The company that built the internet's content plumbing is trying to do the same for AI. The business logic is sound. The executi…
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