Model & Agent Layer Four launches in ten months have each opened with an Arena leaderboard score. None has opened with a developer or revenue number. By Shashi Bellamkonda · August 10, 2026 #2 MAI-Image-2.6 rank, Arena text-to-image, 45 points behind #1 (Aren…
Compute & Hardware Five companies posted a record cash surge from the AI memory boom. Only three of them have the balance sheet to turn it into lasting supp…
Compute & Network Layer Three new products separate how fast a data center adds memory from how fast it adds GPUs. That separation is the story. By Shas…
AI Agents & Infrastructure A contributor tier priced at twenty cents per million output tokens says more about Meta's capital expenditure problem than i…
AI Infrastructure A two-year-old startup just priced itself at $5.5 billion, and it is the fourth company this year to make the same bet on light over copper. By…
Security Continuous pentesting meets the adoption curve it was built to chase By Shashi Bellamkonda · August 8, 2026 Snyk's booth at Black Hat USA 2026, Las V…
Data & AI Platforms At Black Hat, Cohesity built its pitch around protecting the data AI systems depend on. Two new industry alliances back that argument up…