Note: Infrastructure decisions will shape AI revenue quality. Confidential compute is the first obvious example. As enterprise AI moves from generic workloads to regulated and sovereign workloads, the relevant question becomes less about raw tokens alone and more about which tokens can be processed inside an approved trust boundary. Tokens per watt will remain an…

No Overpromising, Meeting Users Where They Are At WWDC, the expectation is for a long list of new features rolling across every OS Apple supports in its portfolio. This year, Apple reframed that. Rather than leading with what is new, the keynote centered on perfecting and homogenizing the experience across products, addressing the kind of…

In recent weeks, we have had direct conversations with both Cadence and Synopsys, and those discussions, set against each company’s latest earnings commentary, have firmed our view that agentic design tools add real TAM lift for both. Management at each now describes the mechanism we have been modeling: AI agents pull more work through the…

At Cisco Live 2026 in Las Vegas last week, Jeetu Patel took the stage as President and Chief Product Officer in front of 20,000 attendees from 75 countries and delivered on a prediction he made two years ago: that Cisco would be unrecognizable as a company. The portfolio on display made the case without needing…

I’m now on day three of product reviewing, and today I’m looking at the Lenovo Yoga Slim 7x with the Snapdragon X2 Elite. This is a laptop that gets almost everything right. Good products tend to be boring, and that’s exactly what makes this machine so impressive. I was watching the movie The Hitman’s Bodyguard…

Normally I don’t talk about specs in a review. The spec sheet is not the product. The overall experience is the product, and the overall experience on this laptop is good. Not my favorite in the world, but good. I’m breaking my rule this time because the person considering this laptop is the most spec-driven,…