The Xiaomi Stack: When the Phone Knows the Model and Makes the Chip
Analysis A hardware company that designs its own chip, trains its own model, and ships both on the same device has crossed into platform territory. The procurem…
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Modal Is Not a GPU Cloud. It Is the Floor Your AI Agents Are Running On.
Analysis Modal just raised $355 million at a $4.65 billion valuation on $300 million in annualized revenue. More than a third of that revenue is not from GPU co…
Schwab Already Solved This. So Why Are Retail Investors Routing Around It?
Analysis · Financial Services AI Schwab Intelligent Portfolios and Fidelity Go already deliver algorithmic investing inside a regulated, fiduciary structure. LL…
Cisco's WAN Research Says the Internet Wasn't Built for Agents
Infrastructure Analysis With Cisco Live Las Vegas a week away, the company's new WAN research measures what most enterprises haven't modeled yet: agenti…
The Memory Shortage That Hurt the PC Market Helped Lenovo's Infrastructure Business Turn Profitable
Earnings Analysis Three years of scaling revenue while margins stayed near zero. This quarter, Lenovo's infrastructure business turned. The memory shortage …
Analysis · Agentic AI · Enterprise IT ManageEngine has put its Zia Agents into production across the full suite. The privacy-first framing is expected. The Mode…