CoreWeave's $87 Billion Bet: Infrastructure for the Inference Economy
AI Infrastructure / Cloud Strategy A $21 billion Meta expansion lands on a balance sheet already carrying $21 billion in long-term debt. The company is not pr…
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Owning the Stack Was Always Zoho's Bet. AI Just Made It Obvious.
AI Infrastructure / Enterprise Software Anthropic is exploring building its own chips. That story is about Anthropic. The larger story is about what happens t…
Andy Jassy's 2025 Letter Is Not an Annual Report. It Is an Infrastructure Doctrine.
Enterprise Strategy / Amazon Jassy opens with a story about wanting to be a sportscaster. The letter closes with a $200 billion capital expenditure commitment…
Cisco Acquires Galileo: When Observability and Security Become the Same Problem
Acquisition Analysis | Enterprise AI Infrastructure Shashi Bellamkonda | April 9, 2026 | shashi.co $68M Galileo total funding raised 834% Revenue growth since J…
Oracle Built 25 Agentic Workspaces. The Number Is the Wrong Thing to Focus On.
Enterprise Infrastructure • AI Database Oracle tiered its database availability into Gold, Platinum, and Diamond. Two of those tiers are available today. One re…
Oracle's Database Gets a New Ceiling. The Floor Was Already High.
Enterprise Infrastructure • AI Database Oracle tiered its database availability into Gold, Platinum, and Diamond. Two of those tiers are available today. One re…