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Dive into a collection of past posts and rediscover timeless content.
70% Want AI Budget Cuts, But Gartner Sees 47% Global Growth

May 21, 2026

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16 min read

70% Want AI Budget Cuts, But Gartner Sees 47% Global Growth

Executives warn on AI investments while global spending surges—who's right?

Mizuho Reverses SaaS Collapse: Figma's 46% AI Growth Shocks Markets

May 20, 2026

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16 min read

Mizuho Reverses SaaS Collapse: Figma's 46% AI Growth Shocks Markets

Wall Street's SaaS death narrative crumbles as enterprise AI investments surge unexpectedly.

CoreWeave's $99.4B Backlog Shatters AI Infrastructure Expectations

May 19, 2026

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15 min read

CoreWeave's $99.4B Backlog Shatters AI Infrastructure Expectations

CoreWeave's massive backlog and Sygnum's AI agent trades signal a transformative AI moment.

Publicis Buys LiveRamp for $2.4B: AI's Data Power Play

May 18, 2026

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16 min read

Publicis Buys LiveRamp for $2.4B: AI's Data Power Play

How Publicis, B&W, and DayOne are locking down AI's critical infrastructure this week.

Merck's $1B Google Cloud Deal: Pharma's AI Inflection Point

May 17, 2026

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15 min read

Merck's $1B Google Cloud Deal: Pharma's AI Inflection Point

Two pharma giants rewrite AI strategy with billion-dollar cloud commitments this weekend.

Bristol Myers $Billions into China R&D, AWS Breaks Model Loyalty

May 16, 2026

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17 min read

Bristol Myers $Billions into China R&D, AWS Breaks Model Loyalty

When US pharma goes all-in on Chinese innovation and cloud giants rewrite AI rules...

Anduril Doubles Valuation: Defense Tech Procurement Signals AI Shift

May 15, 2026

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17 min read

Anduril Doubles Valuation: Defense Tech Procurement Signals AI Shift

Defense tech doubles, AI transforms procurement, and sovereign strategies emerge this week.

White House AI Order Stalls: SAP, Newrez Rewrite Enterprise Playbook

May 14, 2026

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16 min read

White House AI Order Stalls: SAP, Newrez Rewrite Enterprise Playbook

White House gridlock, SAP's AI trust test, and Newrez's bold ChatGPT move this week.

DigitalOcean's 221% AI Revenue Surge Shatters Cloud Procurement Myths

May 13, 2026

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18 min read

DigitalOcean's 221% AI Revenue Surge Shatters Cloud Procurement Myths

How DigitalOcean's 221% AI growth is rewriting enterprise cloud strategy in real-time

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