Adobe and NVIDIA: The Content Supply Chain Gets Its Compute Layer
Shashi Bellamkonda · March 16, 2026 · 9 min read Adobe NVIDIA AI Strategy Content Supply Chain Enterprise Technology Four days before NVIDIA's GTC 2026 keynote,…
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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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NVIDIA GTC 2026: The Company That Made Sure You Knew Its Name Before You Needed Its Chips
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 Crossed Its Own Red Line — What the Agentforce Contact Center Means for CIOs
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, …
Why I'm Watching Z.ai's GLM-5 Outside the US Echo Chamber
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…
Why the next generation of security platforms will look nothing like today's
INFRASTRUCTURE · ARTIFICIAL INTELLIGENCE · ENTERPRISE STRATEGY 14 March 2026 | Shashi Bellamkonda Kai raised $125 million last month and is making a specific bet…
Why Rhoda's bet on video prediction matters
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…
Conga Connect 2026: The Commerce Chain Needs More Than One Champion
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, …