Snowflake's Bet on Observability: Can Architecture Beat Incumbents?
On January 8, 2026, Snowflake announced its acquisition of Observe, a San Mateo-based observability platform. The deal targets the "AI SRE" (Site Re…
Latest Analysis
Operations as a Moat: Why IndiGo Rules India's Skies
According to December 2025 data from the Directorate General of Civil Aviation (DGCA), India’s skies are now a confirmed duopoly. IndiGo and the Tata-owned Air…
Velocity at Scale: Decoding UPI’s Record 21.6 Billion Transaction Month
According to data released by the National Payments Corporation of India (NPCI) on January 1, 2026, the Unified Payments Interface (UPI) has reset the global b…
The Mobile Billion: India's Broadband Milestone and the Infrastructure Shift
The Mobile Billion: India's Broadband Milestone and the Infrastructure Shift According to data released by the Telecom Regulatory Authority of India (TRAI) …
Consolidating the Agentic Layer: Meta Acquires Research Startup Manus
Agentic Capability Meets Scale: Assessing Meta’s Acquisition of Manus By Shashi Bellamkonda Principal Research Director, Info-Tech Research Group Dec 30, 2025 Mark…
The Capability Moat: Coforge’s $2.5B Roadmap to AI-Led Engineering
The consolidation of the mid-tier IT services market has found a new benchmark. Coforge has confirmed its acquisition of Encora, a move that projects the combi…
Nvidia’s $20B Checkmate: Absorbing Groq to Neutralize the Competition
$20 Billion for Speed: Nvidia’s Strategic Move to Own AI Inference According to reporting by Wayne Ma, Miles Kruppa, Valida Pau, and Katie Roof at The Informati…