When AI Leaves the Cloud and Walks Into Your Factory
AI Infrastructure NVIDIA and Google Cloud moved their decade-long chip partnership into factories, hospitals, and secure government facilities this week. Here i…
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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 Content Supply Chain Has an Operating Layer Now. Adobe Wants to Own It.
5× Content Demand Growth vs. Production Capacity 50+ Active Channels Adobe's Own Marketing Team Runs 850M+ Knowledge Workers Adobe Targets with Express $23.8B Adobe …
From the AI Factory to the Factory Floor, SUSE Wants to Own the Stack
Enterprise Infrastructure · SUSECON 2026 Analysis SUSECON happened while I was in Las Vegas covering Adobe Summit. Coming up for air, here is what SUSE announce…
Your Brand Is Already in the AI Answer. The Question Is Whether You Put It There.
AI Infrastructure · Brand Visibility Most enterprise brands believe they have made deliberate choices about AI crawler access. Most have made no effective choic…
The Inference Bill Is Coming. XTX Already Paid It.
AI Infrastructure · Enterprise Strategy Most enterprises can't answer the one question that will define their AI margin story. A London-based trading firm a…