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A Week Away

Apr 4, 2026

A Week Away

Some of what kept me entertained the past 7 days

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The End of the Data Silo?

Mar 26, 2026

The End of the Data Silo?

Microsoft Fabric goes all-in on convergence as AWS, Google, and Oracle race to build the infrastructure layer for AI agents.

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NVIDIA Is Changing the Cloud AI Playbook

Mar 20, 2026

NVIDIA Is Changing the Cloud AI Playbook

GTC 2026 pushed agent infrastructure, governance, and execution environments to the center of the hyperscaler race.

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Amazon and OpenAI Just Changed the Cloud AI Race

Mar 12, 2026

Amazon and OpenAI Just Changed the Cloud AI Race

A $50B partnership, stateful agents, Azure reliability cracks, and Google’s $32B Wiz bet reshape the hierarchy.

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The Dawn of Kinetic Cloud Risk

Mar 5, 2026

The Dawn of Kinetic Cloud Risk

Why this week may mark the moment physical conflict became a first-order cloud architecture concern

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AI Is Lowering the Cost of Cyberwar

Feb 26, 2026

AI Is Lowering the Cost of Cyberwar

Automated attacks, sovereign clouds, and the new rules of defense across AWS, Azure, and GCP.

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