AI Policy and Power
US-China Tech War 2026: Who is Winning the AI Race?
The Pulse US chip export policy toward China reversed direction twice in five months in 2026. On January 13, the Commerce Department’s Bureau of...
Junaid Ahmed
Latest by Junaid Ahmed
Original Research
Open Source AI Model Releases: The 2026 Tracker
The Pulse On April 8, 2026, Meta shipped Muse Spark, the first model from its newly formed Meta Superintelligence Labs, as a fully closed,...
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...
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...