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Shark Week: The Great AI Predator Map

TL;DR The enterprise AI market makes more sense as an architecture map than as a vendor ranking. Microsoft, Google, Salesforce, OpenAI, Anthropic, Meta, Mistral, NVIDIA, AMD, Intel, Dell, HPE, Cisco, Lenovo, Supermicro, Arista, and Broadcom are not competing inside isolated categories. They are competing for control points that span user workflows, model distribution, inference runtimes,

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The Shadow AI Beneath the Surface: Finding Unsanctioned Agents Before They Bite

TL;DR Shadow AI is not merely unapproved software. An unsanctioned agent, copilot, script, or autonomous workflow can authenticate as a machine identity, call a model provider, read enterprise data, invoke tools, modify systems, and create spend without appearing in a centralized AI inventory. The practical discovery method is evidence correlation. Start with model-provider traffic, provider

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Shark Week Special: The AI Ocean, Who Eats Who in the Enterprise AI Food Chain?

TL;DR Enterprise AI is not one market. It is a connected ecosystem of business applications, model providers, data platforms, private AI operating models, accelerated infrastructure, networking, and physical facilities. The vendors that create the most technical capability do not always capture the most enterprise value. Value tends to accumulate around control points: user distribution, proprietary

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