AI Infrastructure A 20-year natural gas contract for 2.67 gigawatts rewrites the energy supply model for AI data centers, and tests how far Microsoft will go to keep its capacity promises. By Shashi Bellamkonda · June 23, 2026 2.67 GW Project Kilby target capacit…
Customer Experience · Workforce Management · Enterprise AI Contact center AI has worked for years. Microsoft just unified the management layer that kept it oper…
Ad Criticism / Marketing Craft The Machine is either a product or a metaphor. After a full-page ad and a website visit, I still cannot tell you which one. Note: …
Cybersecurity M&A A $4.175 billion bet on owning the diagnosis, not just selling the cure. By Shashi Bellamkonda · June 20, 2026 $4.175B Combined deal value $20…
Marketing Technology · Enterprise AI A full customer data platform now ships inside the lakehouse. Convincing marketers to use it is a separate problem. By Shash…
Enterprise AI A government order pulled Anthropic's most powerful model offline days after launch. The benchmarks that crowned it the model to beat are stil…
Reference A plain guide to the companies behind modern computing: who designs each major class of chip, what they make, and what it powers. By Shashi Bellamkonda…