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…
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Independent Analysis: AI, SaaS, and Revenue Growth Strategy
Browse independent analysis on AI, SaaS, and revenue growth strategy from the shashi.co archive.
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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…