Avaya Nexus: Two Platform Bets and the Question Behind the Announcement
On March 18, 2026, Avaya announced Avaya Nexus, a mission-critical voice platform built for regulated and high-security environments including government agenc…
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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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South Korea Is NVIDIA's Most Important Partner and Its Most Credible Future Competitor
e On March 16, 2026, NVIDIA-backed Reflection AI signed a deal with South Korean conglomerate Shinsegae Group to build a 250-megawatt sovereign AI data center …
Akamai Bets Its Edge on AI Inference with the NVIDIA AI Grid
Analysis · Infrastructure · NVIDIA GTC 2026 The company that built the internet's content plumbing is trying to do the same for AI. The business logic i…
IBM Spends $11 Billion to Own the Pipes. The Real Thesis Is What Open Source Does to Infrastructure Bets
IBM closed its acquisition of Confluent today for $11 billion. The press release will tell you this is about real-time data for AI agents. That is accurate. Bu…
GTC 2026: Jensen Huang's Five Arguments for Why the AI Build-Out Is Just Getting Started
Jensen Huang's GTC keynotes function less as product announcements and more as structured arguments. Each year he builds a case: hardware first, then softw…
The Token Quota: Jensen Huang's Bet That Compute Belongs on the Pay Stub
On March 16, 2026, Jensen Huang used roughly ninety seconds of a two-hour GTC keynote to propose something that had nothing to do with chips. He suggested that…
The Layer Nobody Talks About: Lenovo's GTC Announcements and the AI Deployment Problem
Everyone talks about AI models. Far fewer people talk about what it takes to run them: reliably, at scale, in the real world. That gap is where the serious wor…