AI Infrastructure / Cloud Strategy A $21 billion Meta expansion lands on a balance sheet already carrying $21 billion in long-term debt. The company is not primarily a cloud provider. It is a leveraged infrastructure vehicle running a single thesis: that serving AI models at scale requires special…
Control the infrastructure or rent it. The AI cost era is making that choice consequential. AI Infrastructure / Enterprise Software Anthropic is exploring buil…
Enterprise Strategy / Amazon Jassy opens with a story about wanting to be a sportscaster. The letter closes with a $200 billion capital expenditure commitment…
Acquisition Analysis | Enterprise AI Infrastructure Shashi Bellamkonda | April 9, 2026 | shashi.co $68M Galileo total funding raised 834% Revenue growth since J…
Enterprise Infrastructure • AI Database Oracle tiered its database availability into Gold, Platinum, and Diamond. Two of those tiers are available today. One re…
Enterprise Infrastructure • AI Database Oracle tiered its database availability into Gold, Platinum, and Diamond. Two of those tiers are available today. One re…