Analysis Persistent memory makes LLMs more useful and more dangerous at the same time. Most enterprises haven't decided which concern comes first. By Shashi Bellamkonda · May 25, 2026 93% of orgs planning further AI governance investment (Cisco, 2026) 90% of enterprises with 1,000+ employees concerne…
Analysis A hardware company that designs its own chip, trains its own model, and ships both on the same device has crossed into platform territory. The procurem…
Analysis Modal just raised $355 million at a $4.65 billion valuation on $300 million in annualized revenue. More than a third of that revenue is not from GPU co…
Analysis · Financial Services AI Schwab Intelligent Portfolios and Fidelity Go already deliver algorithmic investing inside a regulated, fiduciary structure. LL…
Infrastructure Analysis With Cisco Live Las Vegas a week away, the company's new WAN research measures what most enterprises haven't modeled yet: agenti…
Earnings Analysis Three years of scaling revenue while margins stayed near zero. This quarter, Lenovo's infrastructure business turned. The memory shortage …