AI Is Reversing SaaS Buyer Power
For years, enterprise software buyers had a workable threat: cut seats, run a competitive process, or replace the application with something narrower and cheaper.
Enterprise
11 articles
The 190-Gigawatt AI Data-Center Pipeline Is Bigger on Paper Than in Power
Developers have announced 190 gigawatts of hyperscale data-center capacity across 777 projects Bessemer Venture Partners.
The Expensive GPU Waiting Room
The artificial-intelligence buildout has acquired a wonderfully specific price tag: $401 billion in new infrastructure spending during 2026, meaning CIOs are committing factory-scale capital to…
The GPU Shortage Is Breaking the Hyperscaler Lock
A specialist GPU landlord now counts Microsoft as both customer and rival, and the contracts binding them look more like aircraft leases than cloud subscriptions.
ServiceNow's Real Moat Is the Workflow Graph — and AI Is About to Make It Unbreakable
Now Assist trains on two decades of an enterprise's own ticket history, a dataset no rival can license or replicate from scratch.
eBPF Is Quietly Replacing the Linux Kernel Module
All three major cloud providers now default new Kubernetes networking to eBPF, and Cisco paid for the team that built it.
Oracle's Cloud Business Is a $22 Billion Run-Rate That Nobody Is Pricing In
Oracle's cloud infrastructure revenue hit a $22 billion annualized run-rate with growth still accelerating. The market still prices ORCL as a legacy database vendor.
Rust in the Linux Kernel Shipped Production Drivers — and the Memory Safety Argument Is Winning
The first production Rust drivers shipped in recent Linux kernels, Google has committed Android to Rust for new kernel code, and memory safety vulnerabilities in Android dropped from 76% to 24% over six years.
Small Language Models Are the Real Enterprise AI Story
Models under 10 billion parameters running on-device or on-prem solve most enterprise use cases at a fraction of the inference cost of frontier models.
SAP's RISE Program Is the Biggest Enterprise Software Migration in History. The Execution Risk Is as Big.
SAP is migrating 25,000 customers to the cloud. The locked-in revenue if it succeeds is enormous. So is the probability that something breaks.
Microsoft 365 Copilot's Enterprise Numbers Are Softer Than the Press Releases Suggest
The UK government trial found 26 minutes saved per day. That's real but not transformational, and it's not priced into Microsoft's multiple — which is starting to reflect AI revenue expectations that a Copilot deployment audit would not support.