Parallels Bets the Mac's Own Chip Can Run AI Inside the VM
Desktop Virtualization Desktop 27 runs matrix work on Apple's Scalable Matrix Extension instead of a rented graphics processing unit, while Citrix, Omnissa,…
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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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Box Trades File Sharing for a Bet on Governing AI Agents
l Earnings Box started as a way to move file attachments. It has grown into an Intelligent Content Management platform, and this quarter's growth is coming f…
Cisco Adds a Fourth Identity Deal in Four Months With Teleport
Security / Identity The investment gives Cisco a cryptographic identity layer for infrastructure itself, the fourth identity move in the portfolio since April. B…
Nvidia's Poolside License Puts 109 Engineers Inside Its Chip Stack
AI Infrastructure Poolside's letter to investors says this is not an acquisition. It is a license, a stake, and 109 job offers, a shape that fills the top r…
YMTC Files for $4.9 Billion IPO While Washington Can't Decide What to Call It
Compute & Hardware A Wuhan chipmaker's public offering lands the same season its U.S. military designation reverses for the third time in two yea…
1Password Aims to Close the Standing-Access Gap Agents Keep Leaving Open
IDENTITY SECURITY 1Password is focusing on eliminating standing access rather than adding another management layer. Whether the products close the gap depends o…
Google Cloud Puts Spark's Failure Diagnosis Inside the Console
Cloud / Data Engineering Gemini Cloud Assist reads Spark stack traces and writes the fix, moving debugging out of the log file and into the console. By Shashi Be…