Janakiram MSV https://janakiram.com/ Janakiram MSV - Analyst. Advisor. Architect Fri, 13 Feb 2026 02:20:31 +0000 en-US hourly 1 https://janakiram.com/wp-content/uploads/2025/11/cropped-fav_icon-32x32.png Janakiram MSV https://janakiram.com/ 32 32 250417373 OpenAI’s Codex Spark Puts Cerebras on the Inference Map https://janakiram.com/openais-codex-spark-puts-cerebras-on-the-inference-map/ https://janakiram.com/openais-codex-spark-puts-cerebras-on-the-inference-map/#respond Fri, 13 Feb 2026 02:02:26 +0000 https://janakiram.com/openais-codex-spark-puts-cerebras-on-the-inference-map/ OpenAI's GPT-5.3-Codex-Spark, the first model running on Cerebras' wafer-scale silicon, delivers 1,000+ tokens per second for real-time coding. The move signals a broader shift toward heterogeneous AI compute and the end of GPU monoculture in inference.

The post OpenAI’s Codex Spark Puts Cerebras on the Inference Map appeared first on Janakiram MSV.

]]> https://janakiram.com/openais-codex-spark-puts-cerebras-on-the-inference-map/feed/ 0 1488 ChatGPT’s Ad Gamble Rewrites the AI Monetization Playbook https://janakiram.com/chatgpts-ad-gamble-rewrites-the-ai-monetization-playbook/ https://janakiram.com/chatgpts-ad-gamble-rewrites-the-ai-monetization-playbook/#respond Tue, 10 Feb 2026 00:49:26 +0000 https://janakiram.com/chatgpts-ad-gamble-rewrites-the-ai-monetization-playbook/ OpenAI has begun testing ads in ChatGPT for free and Go tier users in the U.S., marking a pivotal shift in AI monetization strategy. With $200K minimum ad commitments and a rival Anthropic pledging to keep Claude ad-free, the move signals a deepening split in how AI companies plan to sustain their businesses.

The post ChatGPT’s Ad Gamble Rewrites the AI Monetization Playbook appeared first on Janakiram MSV.

]]> https://janakiram.com/chatgpts-ad-gamble-rewrites-the-ai-monetization-playbook/feed/ 0 1485 India Doubles Down on Deep Tech With a 20-Year Startup Runway https://janakiram.com/india-doubles-down-on-deep-tech-with-a-20-year-startup-runway/ https://janakiram.com/india-doubles-down-on-deep-tech-with-a-20-year-startup-runway/#respond Sun, 08 Feb 2026 10:38:14 +0000 https://janakiram.com/india-doubles-down-on-deep-tech-with-a-20-year-startup-runway/ India's revised startup recognition framework doubles the turnover ceiling for general startups, formally defines deep tech ventures for the first time, and extends their eligibility to 20 years. The policy shift aligns regulatory timelines with the realities of science-led innovation and signals a structural push to attract long-horizon capital into Indian deep tech.

The post India Doubles Down on Deep Tech With a 20-Year Startup Runway appeared first on Janakiram MSV.

]]> https://janakiram.com/india-doubles-down-on-deep-tech-with-a-20-year-startup-runway/feed/ 0 1483 Heroku Isn’t Dead, But It’s Dying in Slow Motion https://janakiram.com/heroku-isnt-dead-but-its-dying-in-slow-motion/ https://janakiram.com/heroku-isnt-dead-but-its-dying-in-slow-motion/#respond Sun, 08 Feb 2026 07:30:37 +0000 https://janakiram.com/heroku-isnt-dead-but-its-dying-in-slow-motion/ Salesforce has placed Heroku on sustaining engineering, halting new features and ending enterprise sales to new customers. For the platform that once defined developer deployment, this is not a sudden death but a controlled winding down that carries urgent implications for the thousands of teams still running production workloads on it.

The post Heroku Isn’t Dead, But It’s Dying in Slow Motion appeared first on Janakiram MSV.

]]> https://janakiram.com/heroku-isnt-dead-but-its-dying-in-slow-motion/feed/ 0 1478 OpenAI Frontier Wants to Be the Operating System for Enterprise AI Agents https://janakiram.com/openai-frontier-wants-to-be-the-operating-system-for-enterprise-ai-agents/ https://janakiram.com/openai-frontier-wants-to-be-the-operating-system-for-enterprise-ai-agents/#respond Sun, 08 Feb 2026 06:29:14 +0000 https://janakiram.com/openai-frontier-wants-to-be-the-operating-system-for-enterprise-ai-agents/ OpenAI's Frontier platform positions AI agents as enterprise coworkers with shared context, permissions, and performance management. But the real strategic signal is what it means for the future of SaaS licensing and the competitive dynamics of enterprise software.

The post OpenAI Frontier Wants to Be the Operating System for Enterprise AI Agents appeared first on Janakiram MSV.

]]> https://janakiram.com/openai-frontier-wants-to-be-the-operating-system-for-enterprise-ai-agents/feed/ 0 1476 Migrating VMs to Kubernetes: A Roadmap for Cloud Native Enterprises https://janakiram.com/migrating-vms-to-kubernetes-a-roadmap-for-cloud-native-enterprises/ https://janakiram.com/migrating-vms-to-kubernetes-a-roadmap-for-cloud-native-enterprises/#respond Tue, 11 Nov 2025 05:56:01 +0000 https://janakiram.com/?p=1066 This is an excerpt from the upcoming TNS eBook “Running Virtual Machines on Kubernetes: A Practical Roadmap for Enterprise Migrations” by Janakiram MSV. Preregister now for early access to the book when it’s released later this month. The enterprise IT landscape has been undergoing a fundamental transformation for years. Organizations across industries are adopting cloud […]

The post Migrating VMs to Kubernetes: A Roadmap for Cloud Native Enterprises appeared first on Janakiram MSV.

]]> https://janakiram.com/migrating-vms-to-kubernetes-a-roadmap-for-cloud-native-enterprises/feed/ 0 1066 The Production Generative AI Stack: Architecture and Components https://janakiram.com/production-generative-ai-stack-architecture-components/ https://janakiram.com/production-generative-ai-stack-architecture-components/#respond Tue, 11 Nov 2025 05:51:31 +0000 https://janakiram.com/?p=1063 The enterprise AI landscape has evolved from experimental prototypes to production-grade systems, driving the emergence of a sophisticated, multilayered technology stack. Understanding each layer and its constituent components is essential for architects building scalable AI systems. Hyperscalers — including Amazon, Microsoft and Google — are leading this category by delivering an end-to-end stack that spans […]

The post The Production Generative AI Stack: Architecture and Components appeared first on Janakiram MSV.

]]> https://janakiram.com/production-generative-ai-stack-architecture-components/feed/ 0 1063 Apptainer for Docker Developers: A Comprehensive Guide https://janakiram.com/apptainer-for-docker-developers-a-comprehensive-guide/ https://janakiram.com/apptainer-for-docker-developers-a-comprehensive-guide/#respond Tue, 11 Nov 2025 05:48:11 +0000 https://janakiram.com/?p=1060 An open source container platform, Apptainer (formerly Singularity) is designed for secure, high-performance computing (HPC) environments. Unlike Docker, which dominates desktops and cloud services, Apptainer shines in multi-user Linux systems such as HPC clusters, where user-space containers without root privileges are required. It provides similar functionality to Docker, including compatibility with most Docker images, while addressing security and portability needs […]

The post Apptainer for Docker Developers: A Comprehensive Guide appeared first on Janakiram MSV.

]]> https://janakiram.com/apptainer-for-docker-developers-a-comprehensive-guide/feed/ 0 1060 Anyscale Transfers Ray To PyTorch Foundation https://janakiram.com/anyscale-transfers-ray-to-pytorch-foundation/ https://janakiram.com/anyscale-transfers-ray-to-pytorch-foundation/#respond Tue, 11 Nov 2025 05:41:04 +0000 https://janakiram.com/?p=1057 The PyTorch Foundation added Ray as a hosted project this week, uniting the distributed computing framework with PyTorch and vLLM under neutral governance. The move addresses enterprise concerns about vendor control and fragmented infrastructure while creating a cohesive platform for AI workloads from data processing through model deployment. Originally developed by Anyscale, Ray is an open source distributed computing framework for AI workloads, including […]

The post Anyscale Transfers Ray To PyTorch Foundation appeared first on Janakiram MSV.

]]> https://janakiram.com/anyscale-transfers-ray-to-pytorch-foundation/feed/ 0 1057 Qualcomm Challenges Nvidia And AMD With Data Center AI Chips https://janakiram.com/qualcomm-challenges-nvidia-and-amd-with-data-center-ai-chips/ https://janakiram.com/qualcomm-challenges-nvidia-and-amd-with-data-center-ai-chips/#respond Tue, 11 Nov 2025 05:39:35 +0000 https://janakiram.com/?p=1054 Qualcomm’s latest move into the data center arena signals a shift in the balance of power for enterprise artificial intelligence, an industry historically dominated by Nvidia and AMD. With the unveiling of the AI200 chip for 2026 and the AI250 for 2027, both designed for rack-scale installations, Qualcomm is taking direct aim at the incumbent […]

The post Qualcomm Challenges Nvidia And AMD With Data Center AI Chips appeared first on Janakiram MSV.

]]> https://janakiram.com/qualcomm-challenges-nvidia-and-amd-with-data-center-ai-chips/feed/ 0 1054