AI Infrastructure · Enterprise Cloud Power and water are the two constraints blocking AI infrastructure growth across the industry. Oracle has built a design framework that addresses both at the campus level, and Project Jupiter in New Mexico shows what that framework looks like under pressure. By Sh…
Enterprise Security · Acquisitions Authentication was designed to answer one question. AI agents are now asking four. Cisco's acquisition of WideField Secur…
Infrastructure & Networks The Ericsson Mobility Report documents 3 billion 5G subscriptions. The number worth watching is buried in the traffic analysis: up…
Observability · Enterprise AI Infrastructure A 93% spike in telemetry volume isn't the problem. The response to it is. By Shashi Bellamkonda · June 18, 2026 9…
Product Analysis · Data + AI Summit 2026 · Day Two Nine products and one acquisition announced across a single morning at Moscone Center. Each solves a differen…