AI Infrastructure
Intel vs AMD: The Battle for the AI Laptop Market in 2026
The Pulse More than 50 million AI PCs shipped in 2025, and that number is on pace to roughly double in 2026 as Microsoft’s...
Junaid Ahmed
Latest by Junaid Ahmed
AI Policy and Power
Data Sovereignty: The New Border War for Global AI Firms
The Pulse Ninety-five percent of enterprise leaders now consider data sovereignty important to their organization, but only 29% report it as an active board-level...
Enterprise AI
Hardware-as-a-Service: Why Enterprises are Renting GPUs Instead of Buying Them
The Pulse The global Hardware-as-a-Service market was valued at 120.54 billion dollars in 2025 and is projected to reach 525.74 billion dollars by 2031,...
AI Business and Startups
The Future of SaaS: How AI Agents are Killing the Per-Seat Model
The Pulse On February 3, 2026, approximately 285 billion dollars in market capitalization evaporated from SaaS stocks in a single 24-hour period. The catalyst...
AI Business and Startups
The AI Investment Bubble in 2026: Is a Correction Coming?
The Pulse In Q1 2026, AI startups captured approximately 242 billion dollars, roughly 80% of all global venture capital deployed in a single quarter....
AI Business and Startups
The Cost of Data: Why AI Companies are Paying for Content in 2026
The Pulse There were 12 publicly disclosed AI content licensing deals in 2023. By the end of 2025 that figure had reached 91. By...
Enterprise AI
Salesforce News 2026: Agentforce Hits 1.2 billion in ARR While the Stock Drops 33 Percent
The Pulse Salesforce closed fiscal year 2026 with 41.5 billion dollars in revenue and a 72 billion dollar backlog. Three months later, its stock...
AI Business and Startups
CoreWeave News 2026: From Crypto Miner To $99 Billion Backlog, Inside The Nvidia Cloud
The Pulse CoreWeave will join the Nasdaq 100 index on June 22, 2026, just 15 months after its IPO. The company that started as...
AI Policy and Power
Sovereign AI 2026: The $100 Billion Race Every Government is Now Running
The Pulse At the World Economic Forum in Davos on January 21, 2026, Nvidia CEO Jensen Huang told world leaders that AI is now...
AI Business and Startups
Databricks News 2026: $175B Valuation Talks, Lakebase Growth, and IPO Signals
The Pulse Databricks is in discussions to raise new capital at a valuation of $165 billion to $175 billion, according to The Information, in...