Infrastructure · Explainer A car with the highest horsepower on the sticker still loses if the race is a parallel-parking test. Intel spent years winning the number printed on the chip and lost the one market where the number never mattered. By Shashi Bellamkon…
Enterprise Technology · Conference Preview A company that started as an environmental consulting practice in 1969 is now the infrastructure layer that every ser…
Samsung and SK Hynix Just Closed the Door on Your Flash Memory Safety Net Semiconductors · Memory Supply Chain A third flash supplier finally has a year of dayli…
Fable 5 / Mythos 5 Back online Days offline ~14 Anthropic compute spend 2026 ~$20B/yr European enterprises hedging away from US AI Siemens. Renault. Orange. T he models…
Infrastructure · Carrier Strategy Everyone shopping for AI transport is pricing new vendors. The carrier that already ran fiber past the building, and already s…
Revenue Technology · M&A Analysis Zoom just acquired Common Room—unlocking the full revenue journey by connecting pre-call buyer intelligence with world-cla…
Data Infrastructure Google's Lightning Engine for Managed Service for Apache Spark reached general availability in June 2026. Google claims a 4.9x speed gai…