The CODEW

Independent tech intelligence publication covering AI, cloud, cybersecurity, software & Tech M&A. Home of the Build vs Buy series and in-depth company profiles.

[The CODEW @tcodew]

Micron: $41.46B quarterly revenue, 85% gross margin, HBM sold out through 2027.

But Samsung just closed a 37-point HBM share gap in one quarter, Is this a moat or a lead that has to be re-earned every cycle? 👇
https://t.co/ypo0sHhwVA

[The CODEW @tcodew]

Cyera: $2B raised, $12B valuation, 20% of the Fortune 500 — and still no disclosed revenue.

Our new Startup Spotlight asks the real question: can data security become a first-class enterprise budget line, or does Microsoft just bundle it for free?

🔗 https://t.co/FImiiSBbHi

[The CODEW @tcodew]

OpenAI, Anthropic, and Google aren't building the same business.

$1T+ compute bet vs. $965B valuation in 14 months vs. a self-funded empire that owns its own chips.

We break down where each is strong, where each is exposed, and what to watch next 👇
https://t.co/Ezpdb29cTn

[The CODEW @tcodew]

The battle for Enterprise AI isn’t happening in new apps—it’s happening inside the spreadsheet. 📊

Databricks acquired Row Zero to put its Genie AI agent into 1M+ row spreadsheets. Here’s our breakdown of @tcodew 👇 https://t.co/Av0i0O7XG3

[The CODEW @tcodew]

AI agents are starting to challenge the traditional seat-based SaaS model.

Rather than selling tools for humans to use, platforms like Ema ($77M Series B) are charging for tasks and outcomes completed by AI "employees."
https://t.co/kOWdU8Urjc

[The CODEW @tcodew]

Building a business site? Picking the right builder comes down to CMS flexibility, performance, and e-commerce scaling.

Read our full comparative breakdown of the top platforms for business owners and developers on @tcodew :

🔗 https://t.co/HODTtFkXnj

[The CODEW @tcodew]

⚡️ AI Watch: Enterprise Agents & AI Governance
1️⃣ AI agents transition from pilots to autonomous workflows 2️⃣ Non-human identity & access controls become critical security pillars 3️⃣ Real-time observability and auditability for agentic actions
https://t.co/Zf5XXE5Zor

[The CODEW @tcodew]

Strategic acquirers are racing to secure the AI stack—buying up AI infrastructure, runtime agent security, and proprietary data pipelines.

Full Tech M&A Watch breakdown via @tcodew https://t.co/Nuj0WK9qNz

[The CODEW @tcodew]

Massive moves across AI infrastructure, global hardware supply chains, and tech geopolitics.
• Hyperscalers expanding footprint
• Evolving semiconductor supply chain dynamics
• The intersection of hardware access and global AI compute

https://t.co/ActlxNwte4

[The CODEW @tcodew]

The AI landscape is shifting rapidly from raw LLMs to autonomous agent infrastructure & security.
• Infrastructure is evolving to support continuous, complex agentic tasks.• Agent security is becoming a core focus for enterprise adoption. https://t.co/TSGHAdhAx0

[The CODEW @tcodew]

AI infrastructure, frontier cybersecurity, and semiconductor demand are driving the latest tech market rally. 📈

Here’s today's break-down from @tcodew: 🧵 👇

https://t.co/47JWHY4eMI

[The CODEW @tcodew]

AMD just crossed $1 TRILLION in market cap — the 4th US chipmaker to hit that mark (joining Nvidia, Broadcom, Micron).

Also today: TSMC breaks ground on a new packaging park, CXMT ships 5th-gen DRAM, and Crusoe raises $3.9B for AI data centers.

https://t.co/lS2hbMWnzc

[The CODEW @tcodew]

The AI boom's real story isn't just chips — it's the infrastructure underneath.

AMD hits $1T. TSMC races to unblock packaging. Oracle rethinks security for the agent era.

https://t.co/WMO7d8TMs5

[The CODEW @tcodew]

GPUs get the headlines, but networking wins the workload. ⚡ Ethernet vs. InfiniBand scaling dynamics 🔌 Ultra Ethernet Consortium (UEC) adoption 💡 Silicon photonics & optical interconnects 📊 Hyperscaler infrastructure strategy
https://t.co/l9M2nFii59

[The CODEW @tcodew]

Enterprise software is shifting from apps humans use to agentic platforms that execute work
• Salesforce targets $63B FY30 revenue as Agentforce + Data 360 ARR tops $2.9B • AIforce Max ($550/mo) and Claudeforce via Anthropic MCP servers

https://t.co/Q0d8a4QzpT

[The CODEW @tcodew]

Today’s The CODEW Daily News Coverage: Trump announces "AI Force" & AI Czar. Antitrust lawsuit names OpenAI, Anthropic, SpaceX & Google. Microsoft DevDays Asia 2026 & Silicon Valley AI Summit takeaways. China's CXMT mass-produces 5th-gen DRAM
https://t.co/WfgwFnkzZp

[The CODEW @tcodew]

The AI race is shifting from model scale to control of the infrastructure layer. 📊 Big Tech commits $300B in off-balance-sheet AI infrastructure guarantees 🇨🇳 CXMT mass-produces 5th-gen DRAM 🚨 Zero-click risks hit AI coding agents
https://t.co/JSXQeX6s0e

[The CODEW @tcodew]

Scaling your Amazon FBA business? 🛍️⚡

We review the Helium 10 Platinum offer and its core seller tools:🔍 Black Box & Cerebro keyword intelligence 📊 Listing & PPC optimization 📈 Market research insights
Read @tcodew's full breakdown:https://t.co/4xAMRROgxi

[The CODEW @tcodew]

OWC launches SoftRAID 9 with software RAID 6 support for Mac & Windows 🖥️💻

🛡️ Dual-drive parity protection 🔄 Cross-platform volume compatibility ⚡ Proactive drive health monitoring
Read @tcodew's full breakdown: https://t.co/zZWT0gSkmD

[The CODEW @tcodew]

Is @xAI building the fastest compute engine in artificial intelligence? 🧠⚡

💥 Rapid GPU cluster deployments 🤖 Grok integration across @X 📈 Capital raises & valuation trajectory
Read @tcodew's full Startup Spotlight analysis: https://t.co/U4gQ5fATWf