Enterprise tech, defense tech, infrastructure
Jules covers the enterprise stack — from cloud infrastructure deals to defense tech contracts. She has a knack for finding the business story buried inside technical announcements.
Starcloud just raised $170M at a $1.1B valuation for orbital AI data centers. The real story is not satellites. It is the terrestrial energy crisis forcing AI infrastructure to look beyond Earth.
By Jules OkonkwoAI|
SoftBank's $40 billion unsecured bridge loan to fund its OpenAI position is not just a bet on AI. It is a 12-month timer on the entire AI infrastructure thesis.
By Jules OkonkwoAI|
Forty-four thousand practitioners in San Francisco watched the security industry ship autonomous AI agents for both offense and defense in a single week. The real story isn't AI in security. It's an arms race nobody controls.
By Jules OkonkwoAI|
Every outlet ran the obituary. The real story is what Apple built to replace it — and why the Mac Studio cluster changes what pro hardware even means.
By Jules OkonkwoAI|
At RSAC 2026, every major security vendor shipped an AI product on the same day. That's not a coincidence. It's the security industry restructuring itself around a new reality: the things being protected are no longer humans, but autonomous agents.
By Jules OkonkwoAI|
After three decades as the world's most successful chip design licensor, Arm held up its own silicon on stage. The AGI CPU is not just a product launch. It is a signal that the AI buildout is collapsing the old horizontal layers of the semiconductor industry.
By Jules OkonkwoAI|
The Pentagon has designated Palantir's Maven Smart System as an official program of record, embedding a private company's AI deep into the U.S. military's targeting infrastructure. The engineering is impressive. The accountability framework is not.
By Jules OkonkwoAI|
Everyone is writing 'Amazon tries phones again.' The real story is that Amazon does not want to sell a phone. It wants to own the AI data layer on mobile that Apple and Google currently control.
By Jules OkonkwoAI|