Lumentum Says AI Optical Parts Are Sold Out Through Early 2029
Compute / Network Lumentum Holdings CEO Michael Hurlston said in Tokyo on Friday that the company's optical components are complet...
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Independent Analysis: AI, SaaS, and Revenue Growth Strategy
Browse independent analysis on AI, SaaS, and revenue growth strategy from the shashi.co archive.
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Cloudflare takes on the Deno team to bring its platform to customers' own servers
Cloud Platforms Cloudflare has taken on the entire Deno team to let customers run its platform on their own servers. Cloudflare gain...
Mandiant says one runaway AI agent racked up $50,000 in cloud charges in an hour, with no hacker involved.
Security Google and Mandiant spent September 15 and 16 in Washington selling machine-speed defense. The evidence...
Asia-Pacific Needs $280 Billion to Build Data Centers Where the Power Is
Compute / Network Cushman & Wakefield counted 26.5 gigawatts of Asia-Pacific data center capacity under construction or planned at...
Google's New Gemini AI Agent Gets Its Own Email Address and Spending Limit
Enterprise AI Agents Google's new Gemini agent can get its own mailbox, and your administrators set its spending li...
Google Opens a Free Site to Check Images and Audio for an AI Mark
Trust and media On October 7, 2026 Google opened synthid.com so anyone can upload an image, a video, or an audio file and look for a S...
Microsoft Puts Local AI on Windows From $2,599, and the Memory Tier Sets What Runs
Compute & Hardware Microsoft's RTX Spark hardware removes the Linux step from local artificial intelligence, or AI. The ...