Mistral's Sovereignty Build-Out Still Runs Through Microsoft's Infrastructure
Cloud & AI Platform Microsoft's new compute commitment gives Mistral more distribution and more infrastructure at once, and leaves the sovereignty quest…
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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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Google's CodeMender Now Stands Alone. The Best Version Still Needs an Invitation.
Enterprise Cybersecurity Google Cloud pulled its code-fixing agent out of the security bundle it built two months ago. The strongest model tier is not part of t…
Synopsys, Cadence and Siemens EDA Design Nearly Every Chip in Your Data Center
Compute & Hardware A plain guide to who designs the software behind every chip, who builds the silicon, and why almost nobody in that chain uses only one ve…
A Chemical Company Just Bought Its Way Into the GPU Rack
Compute & Hardware Tier A water treatment company just paid a private-equity multiple for a seat at the GPU rack. By Shashi Bellamkonda · July 21, 2026 …
Moonnox Was the Independent Choice. Certinia Bought It.
AI in Professional Services Certinia's acquisition of Moonnox brings badly needed AI capability in house for professional services firms, and r…
The Cloudflare Verification Screen Can Now Read Agents, Not Just People
Security · Explainer The checkbox that proves you are human can now read agents too, and score the ones a business wants to let through. By Shashi Bellamkonda · …
The Chart Washington Was Afraid to Publish Shows the Crossover Already Happened
AI Platforms · Follow-Up Yesterday the argument was about speed you couldn't see. Today the newspaper printed the line where the two curves cro…