AI
AirTrunk Is Spending $30 Billion to Turn India Into an AI Utility
AirTrunk just promised $30 billion and 5GW of data centers in India. Impressive bet, but also proof that AI has officially become a utility with branding.
AI
Snowflake Turned Its Data Cloud Into a Coworker. It Also Writes Code.
Snowflake's June 2 CoWork and CoCo launch pushes enterprise AI past dashboards and into action. Useful idea, slightly chilling control-plane energy.
AI
OpenAI Codex Deserves Flowers, Preferably Delivered by a Passing Build Agent
A very positive SiliconSnark love letter to OpenAI Codex, the coding agent that turns software work into supervised parallel magic.
Guides
20 Things Corporate America Should Definitely Not Use AI For
A SiliconSnark guide to 20 funny but real things companies should not use AI for as enterprise AI costs and ROI pressure rise.
Enterprise Tech
Camunda Built an Operating System for Business Processes
Camunda’s new ProcessOS says your workflow is the legacy system. It sounds like consulting cosplay, but the enterprise logic is annoyingly solid.
Enterprise Tech
PolyAI Opened Its Voice-Agent Factory to Everyone. The Phones May Never Recover.
PolyAI opened its enterprise voice-agent platform to every builder, free for two months. It is practical, overconfident, and much sharper than the average AI call-center sermon.
AI
Sharon AI Turned an Earnings Release Into a $1.25 Billion GPU Flex
Sharon AI used a May 16 results post to show off sovereign AI factories, giant contracts, and enough GPU swagger to make enterprise infrastructure briefly feel cinematic.
AI
SAP Turned ERP Into an Agent Factory, and It’s Alarmingly Coherent
SAP’s Joule Studio turns enterprise process soup into governed agents, apps, and workflows. It is deeply SAP, mildly theatrical, and more practical than most.
AI
MongoDB Turned Agent Memory Into Database Plumbing. It Might Actually Help.
MongoDB's May 7 London launch tries to make agents less forgetful and less duct-taped. The pitch is glorified data plumbing, which is exactly why it feels credible.
AI
Collibra Built an AI Panopticon for Agents
Collibra’s AI Command Center promises real-time oversight for agentic AI. The branding is surveillance chic, but the enterprise logic is harder to mock than I’d like.
AI
IBM Built a Control Plane for AI Agents. It Looks Weirdly Useful.
IBM's Think 2026 pitch is simple: your future AI mess needs a traffic tower. Peak enterprise theater, but the controls and data plumbing are annoyingly coherent.
Enterprise Tech
Planful Wants to Forecast Your Quarter in a Chat Window
Planful’s new Planner Assistant turns FP&A into a conversation. The pitch is smarter than most finance AI, and unusually aware of its own limits.