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 …
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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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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…
The Data Center Backlash Just Became a Capacity-Planning Problem
Infrastructure · Enterprise Strategy Seven in ten Americans would fight a data center near them. That number is no longer a public-affairs footnote. It is an in…
Moonshot Shipped a Frontier Model on a Clock Your Procurement Can't Match
Compute & Hardware · Sequel A top-tier AI model and a homegrown supercomputer shipped in the same week. Neither runs on the clock your plans assume. By Shash…
My Plumber Answered Overnight. The Billion-Dollar Franchise Took Two Days.
Field Service · AI Adoption A homeowner and a solo contractor both got an intelligence upgrade in the same quarter. The enterprise in the middle got neither, an…