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 procurement governance problem arrives with the hardware. By Shashi Bellamkonda · May 25, 2026 44 TOPS On-chip AI processing speed, XRing O1 1T Parameter…
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 …
Analysis · Agentic AI · Enterprise IT ManageEngine has put its Zia Agents into production across the full suite. The privacy-first framing is expected. The Mode…