Lumen's Second Act: The AI Infrastructure Bet That Could Redefine B2B Connectivity
The Invisible Giant: Lumen's Bet on Becoming the Backbone of AI AI Ready Digitally Native Growth Ready The Invisible Giant: Lumen's Bet on Becoming the Backb…
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Lenovo Premier Support Plus for Servers: Shifting from Reactive to Predictive Infrastructure
Infrastructure · Predictive Resilience Shashi Bellamkonda · February 27, 2026 · Data Center Insights · 6 min read 25.2% Record quarterly market share as an AI leader $…
Zscaler Q2 2026: Securing the Agentic Frontier
The Zscaler Q2 fiscal 2026 results represent a pivotal shift in the cybersecurity narrative. While the financial metrics are undeniable—$3.4B in ARR with a 25%…
Voice Economy: SoundHound AI’s Shift to Digital Labor
Voice AI · Fiscal Maturity Shashi Bellamkonda · February 2026 · Insights from SoundHound AI · 6 min read 371% Year-over-year revenue increase in 2024 $1.5B Cumulative s…
CoreWeave's $5 Billion Milestone: Evaluating the Rise of AI-Native Cloud Infrastructure
Cloud Infrastructure · AI Strategy Shashi Bellamkonda · February 26, 2026 · Insights from CoreWeave · 5 min read $5B Record annual revenue surpassed by CoreWeave in F…
Beyond the Answer: ServiceNow's Blueprint for the Autonomous Enterprise
Enterprise AI · Autonomous Operations Shashi Bellamkonda · February 2026 · Insights from ServiceNow · 8 min read 99% Faster incident resolution by the internal AI Spe…
Databricks Lakebase Promises to End Data Synchronization. Here's What It Actually Solves.
The Friction of Data Movement The reality of enterprise data movement is often stark and measured in lost engineering hours. I hear from my colleagues and tech …