Marvell Buys Lumentum to Own the Laser That Survives Co-Packaged Optics
Network Tier · AI Connectivity · M&A Marvell's $115 billion all-stock bid gives it the laser that co-packaged optics still...
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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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Salesforce Buys Cresta to Add Voice Agents Without Making You Switch Phone Systems
Customer Experience · Acquisitions Salesforce agreed to buy Cresta, whose voice agents take complex customer calls to resol...
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GitHub Drew 43 Percent of This Week’s Readers on shashi.co
GitHub Drew 43 Percent of This Week’s Readers on shashi.co
Weekly Recap · October 25 to 30, 2026 Posts about how AI work gets billed and about agents built around defined roles d...
Google Runs AI in Space on Its Own Chip, a First Step Toward Sun-Powered Data Centers
AI Infrastructure · Compute and Power Google's Project Suncatcher satellite returned its first AI response from a da...
Atlanta Passes Northern Virginia in Data Center Capacity Under Construction
Power & Data Centers · Compute Tier Atlanta now leads North America in data center construction, and two-thirds of planned U...
Lenovo Turns Its No. 1 PC Business Into a Pocket-to-Cloud AI Company
Hybrid AI · Devices to Data Center · Event Analysis Lenovo ships more PCs than anyone and classified 35% of its first-qu...