Analytical briefings for engineers, PMs, and CTOs
Arjun Mehta 
5 min read89% of enterprise AI teams have observability. Only 37% run online evaluation against live traffic. The gap between monitoring and evaluation is where most production AI deployments quietly fail.
5 min readCo-packaged optics moved from lab research to volume production in 2025. The bandwidth wall it solves is now the primary constraint on AI cluster scaling — not GPU availability.
6 min read51% of enterprise AI deployments use RAG in production and only 9% use fine-tuning — a gap that reflects missing decision criteria, not a verdict on which approach is better. A four-variable decision framework for enterprise LLM architecture.
6 min readDocument AI and audio transcription are in production at scale. Video understanding and open-ended visual reasoning are still in pilot. A modality-by-modality breakdown of where multimodal AI has earned its place in enterprise workflows — and where reliability gaps are keeping CFOs from removing human review.
6 min readSK Hynix controls 62% of global HBM shipments and sold out its entire 2026 production by mid-2025. Here is why High Bandwidth Memory — not TSMC node capacity or CoWoS packaging — has become the single binding constraint on the AI infrastructure build-out, and what Samsung’s 18-month qualification failure reveals about the difficulty of meeting NVIDIA’s thermal and power standards.
7 min readA documented sequence of confirmed attacks across 2025 — including zero-click data exfiltration via Microsoft 365 Copilot and malicious MCP servers distributed through npm — defines a new category of enterprise exposure. Here is what the incident record shows and what security teams must do now.
2 min readReasoning models hit production with a 5–10x cost premium, EU AI Act high-risk rules delayed to December 2027, Gemma 4 goes Apache 2.0, and Intel/AMD CPUs up 10–15%. Plus: the agent governance gap — 74% deploying, 21% ready.
5 min readPulsar Fusion’s Sunbird achieved first plasma on 25 March 2026 — a world first for fusion rocket architecture. The mainstream coverage missed the point. The near-term commercial story is not Mars. It is the orbital transfer economy, where fusion propulsion could structurally reshape satellite deployment economics within a decade.
3 min readGPT-o3, Gemini 2.5 Pro, and DeepSeek R1 are in production — but at $15–60 per million output tokens, costs are 8–40x higher than standard models. Most organisations have not rebuilt their infrastructure assumptions to account for it.
5 min readSZIQA researchers demonstrated the first universal set of logical quantum operations on a silicon-based processor, closing the final capability gap with superconducting and trapped-ion rivals. The silicon-28 platform uses existing CMOS fabrication — meaning it can scale inside the same fabs already building today’s chips.