Shashi Bellamkonda · March 16, 2026 · 10 min read NVIDIA GTC 2026 AI Infrastructure Enterprise Technology GPU Computing I was not in San Jose for this one. I attend…
Salesforce said in 2023 that it did not want to become a Contact Center as a Service (CCaaS) provider. On March 10, 2026, at Enterprise Connect in Las Vegas, …
I have started paying more attention to companies outside the US, to prevent myself from getting the "frog in the well" syndrome. You spend ten years…
INFRASTRUCTURE · ARTIFICIAL INTELLIGENCE · ENTERPRISE STRATEGY 14 March 2026 | Shashi Bellamkonda Kai raised $125 million last month and is making a specific bet…
Rhoda AI raised $450 million last month and is making a specific bet: that the way they're teaching robots to move is better than how everyone else is doin…
Conference Recap · March 2026 I attended Conga Connect 2026 in Orlando, and it was good to see Dave Osborne again. When we met at the previous Conga Connect, …
Adobe reported record first-quarter results for fiscal year 2026 on 12 March 2026, delivering revenue of $6.40 billion — beating Wall Street estimates of $6.28…