AI Infrastructure / Power OpenAI passed on expanding its Texas campus. Microsoft took the slot. Two of the most consequential companies in AI are now building on the same plot of land in West Texas, independently. That tells you something about where this relationship is headed. Shashi Bellamkonda …
Semiconductors / China AI ByteDance and Alibaba are placing orders for Huawei's new AI chip. The chip is not dramatically faster than its predecessor. Wha…
Enterprise AI / Agentic Systems The tool generating more than a quarter of Google's production code is not a smarter autocomplete. It is an autonomous age…
Technology Analysis shashi.co Shashi Bellamkonda · March 28, 2026 · RSA Conference 2026 $6.1M Seed funding raised 2026 Emerged from stealth 4 Security domains targ…
Agentic AI · Enterprise Technology · Startups OpenAI has backed a startup building software that coordinates thousands of AI agents at once. The technology is r…
Sana from Workday: The End of Fragmented AI The "Front Door" to Work: Moving Beyond Copilots For the last two years, the enterprise narrative has been …
shashi.co March 28, 2026 RSAC 2026 · Security Platform Analysis Cloudflare arrived at RSAC 2026 with concrete AI and Model Context Protocol security announce…