The Chip Stack Has Never Been Wider, or Narrower
Reference A plain guide to the companies behind modern computing: who designs each major class of chip, what they make, and what it powers. By Shashi Bellamkonda…
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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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Power and Water Are Where AI Infrastructure Stalls. Oracle Has a Design Answer
AI Infrastructure · Enterprise Cloud Power and water are the two constraints blocking AI infrastructure growth across the industry. Oracle has built a design fr…
Authentication Was Never the Finish Line. Cisco's Acquisition of WideField Security Closes the Gap.
Enterprise Security · Acquisitions Authentication was designed to answer one question. AI agents are now asking four. Cisco's acquisition of WideField Secur…
AI Needs to Upload. Your Mobile Network Was Built to Download.
Infrastructure & Networks The Ericsson Mobility Report documents 3 billion 5G subscriptions. The number worth watching is buried in the traffic analysis: up…
Discarding 86% of Your Logs Is Not a Strategy. Dynatrace's Research Makes That Argument for Enterprise AI.
Observability · Enterprise AI Infrastructure A 93% spike in telemetry volume isn't the problem. The response to it is. By Shashi Bellamkonda · June 18, 2026 9…