AI Infrastructure / Funding M ost AI infrastructure spending goes on chips. Aria Networks raised $125 million on April 7, 2026, betting that the money is wasted if the network connecting those chips cannot keep up. Founded 15 months ago, the company already has paying customers and is deploying in pr…
Clawconomy / Semiconductor Infrastructure $25B Estimated Terafab cost 1 TW/yr Stated compute target $10.3B Intel Foundry loss in 2025 $307M Intel external foundry reve…
Enterprise AI / Governance Three companies that compete for the same customers and the same talent just decided to cooperate. The reason tells you something i…
0 Human Warning PERM Persistence V2.1.50 Required Update T rust is the most valuable currency we give to AI tools today. We ask agents like Anthropic’s Claude Co…
AI Security · Enterprise Anthropic built something so capable at finding security flaws that they decided not to release it. Instead, they called Cisco, Google,…
Marketing Technology · Enterprise Strategy Shashi Bellamkonda · April 2026 · Analysis · 6 min read $3.5B Reported 2025 revenue, annualized run rate estimated above $4…
AI Strategy · April 7, 2026 Falcon Perception 600M parameters · beats SAM 3 on spatial tasks Meta EUPE 6.8ms on-device · iPhone 15 Pro CPU Falcon OCR variant 300M param…