Physical AI Infrastructure · May 8, 2026 A joint venture signed today in Japan fills the one gap the physical AI edge stack has been missing. By Shashi Bellamkonda · Principal Research Director, Info-Tech Research Group No. 1 Sony global image sensor market share 10,000 Wafers/month at Koshi City fab (ta…
The U.S. leads the world in security spending intent. It also leads in exposure. That's not a paradox — it's the predictable result of treating an arms…
Shashi · May 8, 2026 Yesterday, AWS quietly made one of the most ambitious bets in the history of payments infrastructure. Not a new checkout button. Not anothe…
xAI / Enterprise $30 per user/month, Business tier SOC 2 Type 2 certified 4 entities in the governance stack 0 named enterprise reference customers AI Platform Strategy…
AI Platforms · Agentic AI · Developer Strategy No new model. No benchmark slide. Just the clearest signal yet that Anthropic is building a platform, not a chatb…
Enterprise AI · ERP · Agentic Infrastructure Infor's April release frames AI value not as a feature set but as a packaging and delivery solution. The May 7 …
The general availability of the AWS Model Context Protocol server marks the definitive shift from conversational AI to agentic cloud operations. For the enterp…