Why Your Software Strategy Depends on This $8B Chip Deal
I came across news of the Denso-Rohm acquisition. While I think of silicon primarily in the context of laptops and data centers, there is a much bigger story h…
Latest Analysis
The End of Copper: Why NVIDIA and AMD are Betting $500 Million on Light-Based Chips
It is fascinating to watch the hardware space these days. NVIDIA gets its share of fan following and is doing great work, but it is not alone. I was curious to…
Beyond IBM's Digital Sovereignty Whitepaper: What Really Matters by Industry
Disclaimer: The whitepaper discussed below was originally shared with me by IBM's Analyst Relations team. Views and analysis are my own. IBM's February …
AI Data Readiness: Why 93% of Enterprises Fall Short (And What To Do About It)
I saw Cloudera CMO Mary Wells post on LinkedIn this morning: "New research from Cloudera and Harvard Business Review Analytic Services shows most organiza…
War Gaming for Existence: The Boardroom Case for the Pre-Mortem
Are companies war-gaming the scenario where they may lose everything? Usually, the answer is no. In most organizations, "doomsday" is a line item rel…
The Vector Iceberg: Why Infrastructure, Not Models, Will Define the Next 5 Years of AI Strategy
What Is a Vector Database? A vector database stores and retrieves data in a form that machines understand: mathematical representations called vectors or embedd…
The 6G Intelligence Layer: Qualcomm and T-Mobile Codify the AI-Native Future
The trajectory of Mobile World Congress 2026 has moved from vision to validation. Our coverage so far has identified five distinct shifts that redefine the tel…
Fay Arjomandi: The Executive Architect of the Post-Cloud Era
I was very happy to see Thinkers360 recognize Fay Arjomandi as a Top 10 Thought Leader in Cloud . In an industry often crowded with hype, this is an honor that …
NVIDIA February 2026: What the Numbers and Partnerships Actually Signal
Thank you for reviewing the strategic synthesis of NVIDIA’s February 2026 performance. This analysis moves beyond the quarterly earnings noise to evaluate how …
The Path to AI-Native 6G: Why Intel is Redefining the Wireless Backbone at MWC 2026
Image: Courtesy Intel Wireless connectivity serves as the essential substrate for the next decade of physical AI. While my current schedule prevents me from att…
The Global Nervous System: Why Google Cloud is Redefining the Wireless Backbone at MWC 2026
Wireless connectivity serves as the essential substrate for the next decade of physical AI. While my current schedule prevents me from attending Mobile World C…