Enterprise AI Buyers Are Funding Lenovo's Best Margin in Its History
Enterprise AI · Earnings Analysis Enterprise buyers converting AI pilots into production contracts handed Lenovo's services arm a margin more than triple it…
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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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Dynatrace Pays $915 Million to Close the Gap Between AI Engineering and IT Operations
AI Observability / M&A The largest acquisition in Dynatrace's history is a bet that whoever connects AI evaluation to production reliability owns the ne…
Cisco Posts Record Quarter as AI Infrastructure Demand Spreads Across the Network
Earnings Analysis Hyperscaler AI infrastructure orders grew 4.5 times over last year. Data center networking, workplace networking, and security orders all grew…
Oracle Bets Talent Agility on Data You May Not Have Live
Application Layer Thirteen new Fusion agents chain role design, learning, and workforce planning into one continuous system. The system moves only as fast as th…
IBM Commits $240 Million to Scale Together AI's Open-Source Inference
Cloud Infrastructure A $240 million commitment pairs Together AI's inference growth with IBM's cloud and Nvidia's newest chips. By Shashi Bellam…
Creatio's Bookings Jump 255% as Business Teams Build Around IT
Application Tier A studio bet that took years to explain is producing 255 percent bookings growth, and information technology teams are turning out to be…
Cisco's Karbasi Makes the Case for Owning AI, Not Renting It
AI Security · Model Tier A Black Hat conversation with Cisco 's chief AI scientist reframes Antares as a bet on owning intelligence, not renting it. By Shashi…