Technologist, software developer, and investor.| HHHYPERGROWTH
A look at hyperscaler moves across AI, Data, DevOps, and Security.| HHHYPERGROWTH
A look at the shifts and M&A across the Identity Security market, and how Okta's stumbles let CyberArk catchup.| HHHYPERGROWTH
Results and moves from CNAPP competitors like Palo Alto, SentinelOne, Zscaler, and Wiz.| HHHYPERGROWTH
Hopper will continue to grow in 2H, and Blackwell will come on strong in Q4.| HHHYPERGROWTH
NVIDIA's supply constraints have been easing until it hit some Blackwell delays.| HHHYPERGROWTH