The Missing Layer: Sony and TSMC Complete the Physical AI Stack
Physical AI Infrastructure · May 8, 2026 A joint venture signed today in Japan fills the one gap the physical AI edge stack has been missing. By Shashi Bellamkon…
Latest Analysis
Security Is Not a Purchase. It's a Position.
The U.S. leads the world in security spending intent. It also leads in exposure. That's not a paradox — it's the predictable result of treating an arms…
Amazon Is Building Payment Rails for an Economy That Doesn't Exist Yet
Shashi · May 8, 2026 Yesterday, AWS quietly made one of the most ambitious bets in the history of payments infrastructure. Not a new checkout button. Not anothe…
xAI / Enterprise $30 per user/month, Business tier SOC 2 Type 2 certified 4 entities in the governance stack 0 named enterprise reference customers AI Platform Strategy…
Anthropic's Platform Bet: Code with Claude 2026 Was Not a Product Launch. It Was a Strategy Declaration
AI Platforms · Agentic AI · Developer Strategy No new model. No benchmark slide. Just the clearest signal yet that Anthropic is building a platform, not a chatb…
Infor's Bet Is That Industry Context Beats Generic AI. Here Is the Evidence
Enterprise AI · ERP · Agentic Infrastructure Infor's April release frames AI value not as a feature set but as a packaging and delivery solution. The May 7 …
The USB-C Moment for Cloud: AWS General Availability of MCP and the Rise of Agentic Infrastructure
The general availability of the AWS Model Context Protocol server marks the definitive shift from conversational AI to agentic cloud operations. For the enterp…