Snowflake Turns Model Routing Into a Data Governance Feature
Data & AI Platforms Snowflake routes across any provider it approves, and Amazon Bedrock swaps models within one family instead, and between them there'…
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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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Cloudera Launches Anywhere Cloud, Betting the Copilot Is the Differentiator
AI Infrastructure Cloudera's new platform arrives ten weeks after Databricks made almost the same promise, and months after AWS, Oracle, IBM, and Google Clo…
Etched Triples Its Valuation to $21 Billion With One Named Customer
Compute and Hardware A one-month doubling in valuation, one named customer, and a foundry bet that has yet to face an independent benchmark. By Shashi Bellamkond…
mimik Moves Agent Control Onto the Device, Off the Cloud Bill
Agentic Infrastructure mimik built an operating engine that gives agentic AI systems an identity and a rulebook of their own, running the same on a factory robo…
Vultr's 33rd Region Is the Argument for Running AI on More Than One Cloud
Multi-Cloud Strategy CoreWeave, Nebius, and Vultr report three different growth metrics in the same quarter. For a CIO building an AI infrastructure plan…
Akamai and Cloudflare Wrote HTTP's Newest Method. Your Edge Stack Doesn't Know It Yet.
Network Standards A ratified IETF standard closes a sixteen-year gap in HTTP. The browsers, firewalls, and CDNs that route enterprise traffic have not caught up…
The Gulf Bought Nine Monacos of Compute. Kenya Never Needed a Bank. China Isn't Scared.
Global AI Three regions, three different reasons to say yes to the same technology. By Shashi Bellamkonda · August 16, 2026 7B Voice notes …