The AI Reckoning: What Dell's Numbers Tell Every CIO About Their Job Security
The AI Reckoning – Shashi Bellamkonda CIO Strategy · AI Infrastructure Shashi Bellamkonda · February 27, 2026 · Insights from Dell FY26 · 8 min read $113.5B Full-year …
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The $50B Hedge: Why Amazon Is Betting on Every Horse in the AI Race
Independent Analysis: Tech, AI, & Strategy · Shashi Bellamkonda Cloud Infrastructure · Generative AI · Strategic Partnerships The Amazon-OpenAI Pact: Building …
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…
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…