Agent Traffic Has a Different Shape. AWS Had to Rebuild Its Search Engine Around It.
AI Infrastructure & Cloud Platforms AI agents don't use software the way humans do. The infrastructure underneath your AI strategy was built for humans.…
Latest Analysis
Faster, Cooler: A Lab Just Challenged How Data Centers Are Built
Data Center Infrastructure The thing limiting how much compute you can fit in a building is not the chip. It is the heat the chip throws off. A research team ju…
What Amazon Learned From the World's Most Reliable Train
Supply Chain & Sustainability Amazon's Shinkansen freight deal is genuine operational innovation. It also obscures a carbon problem that clever logistic…
BYD's Xuanji A3 Chip Is Not a Car Story. It's a Supply Chain Warning for Every Industry.
Enterprise Strategy · Semiconductor BYD built its own autonomous driving chip. Every manufacturer that hasn't is now thinking about why they didn't. By S…
Databricks Just Made the Format Question Disappear. The Interesting Part Is What It Kept.
Independent Analysis · Data Infrastructure The billion dollars was well spent. It ended the format war by making the format stop mattering, and quietly moved th…
Claude Opus 4.8: Anthropic's Most Capable Model Ships With a Feature That Matters More Than the Benchmarks
Anthropic shipped Claude Opus 4.8 today. Benchmark scores are up across coding, computer-use, and agentic tasks. Pricing is unchanged. Three capabilities co-la…