Compute & Industrial Infrastructure Three companies now trade where one conglomerate stood, and the automation lineage that started with a furnace thermostat carries into each one intact. By Shashi Bellamkonda · July 11, 2026 1885 Founding lineage, from autom…
Security · Enterprise Browser The industry spent two years building controls for what employees send out of the browser. A credential-harvesting campaign agains…
Primer · Geospatial A field guide to the space under logistics, insurance, defense, and every AI project that touches the ground By Shashi Bellamkonda · July 11,…
Compute & Hardware A pure-play chip maker inherits a decade of neglect and a market where both survivors just shrank By Shashi Bellamkonda · July 11, 2026 $16…
Event Preview Three days, nearly a million square feet, and the enterprise buyers behind the AI budgets all in one building in Las Vegas. By Shashi Bellamkonda ·…
Enterprise AI · Model Strategy Washington already switched off a US frontier model for the whole world. Beijing is drawing up the same lever for its labs. The e…
Physical Infrastructure A company-wide water figure, offset by credits purchased in a different watershed, tells a chief information officer almost nothing abou…