Infor Answers the FDE Capital Question With Software Instead of Money
Enterprise AI Deployment AWS funded its forward deployed engineering unit from its own balance sheet. OpenAI and Anthropic sold equity to fund theirs. In…
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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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60 Percent of Enterprise Apps Now Use Multimodal AI. LG's Washing Machine Still Just Says AI Mode.
Independent Analysis · Physical AI Nearly 60 percent of enterprise applications now run on models that combine two or more data modalities. A two-minute …
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…
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…