AI Models Outgrew Single Chips. NVIDIA Has an Answer.
AI Infrastructure · Compute NVIDIA built the coordination layer that inference engineers have been writing by hand. The production question is whether it change…
Browse independent analysis on AI, SaaS, and revenue growth strategy from the shashi.co archive.
AI Infrastructure · Compute NVIDIA built the coordination layer that inference engineers have been writing by hand. The production question is whether it change…
Enterprise AI · Content Infrastructure Adobe acquires Topaz Labs and its Emmy-winning image and video enhancement models. The acquisition fills a gap in the con…
Enterprise Security · AI Infrastructure Email used to deliver threats to your employees. Now it delivers instructions to your AI and your AI does the rest. By Sh…
Field Report · Verint Engage 2026 · Las Vegas Anna Convery put the research on the table. BT and Columbia Bank put numbers behind it. The gap between AI investm…
Enterprise AI Infrastructure Lenovo's new CPU-only inference platform addresses two distinct enterprise cost problems. The economics only materialize if you…
AI Infrastructure Three weeks ago, Qualcomm announced Dragonfly and entered the data center. Today it bought the software layer that gives that hardware a reaso…