ArticleInsights2 min
The GPU Cluster Era Is Ending for Inference. Here's What Replaces It.
Hardware Diversification Is Making Local AI Viable -- The GPU Is No Longer the Whole Story
AIGPUs
Asif Waliuddin
Feb 28, 2026
Tag
AI
20 articles tagged with “AI”
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ArticleInsights5 min
Vera Rubin and the Trillion-Parameter Assumption: NVIDIA's Hardware Roadmap Is Telling You Something
NVIDIA Vera Rubin platform (H300 GPUs) designed for trillion-parameter models with dedicated AI foundry capability
AIGPUsNVIDIA
Asif Waliuddin
Feb 17, 2026
ArticleProduct6 min
From Agents to Teams: How We Built Forge
Build-in-public narrative of Forge's architecture — why L1 for governance, L2 for state, L3 for visibility
AI
Asif Waliuddin
Feb 16, 2026
ArticleInsights6 min
Why Your AI Agents Need a Program Manager
Thought leadership on multi-tool AI coordination as program management — 5 failure modes, founder thesis
AI
Asif Waliuddin
Feb 8, 2026
ArticleInsights8 min
Microsoft Can't Deliver $80B in Orders. If You're Not Enterprise, You're Not First in Line.
Microsoft Can't Deliver $80B in Orders. If You're Not Enterprise, You're Not First in Line.
AIMicrosoftSemiconductors
Asif Waliuddin
Feb 1, 2026
ArticleInsights2 min
Anthropic Launched a Healthcare Product. Salesforce and Workday Dropped. Here's What Actually Happened.
Anthropic Claude for Healthcare launch triggered SaaS selloff; RBC Capital warned about domain expertise moat erosion
AISaaS
Asif Waliuddin
Jan 18, 2026
ArticleInsights4 min
The Domain Expertise Moat That Wasn't
Anthropic Claude for Healthcare launch triggered SaaS selloff; RBC Capital warned about domain expertise moat erosion
AISaaS
Asif Waliuddin
Jan 17, 2026
ArticleInsights1 min
The $70 Billion Lesson in AI Hype vs Reality
Meta's trillion-dollar AI pivot after $70B+ metaverse losses
AIMeta
Asif Waliuddin
Jan 16, 2026
ArticleInsights3 min
The Day AI Became SaaS's Existential Threat
Anthropic's Claude for Healthcare triggered software sector selloff
AI
Asif Waliuddin
Jan 15, 2026