This issue covers major moves in AI and IT strategy, from Qualcomm’s $3.9B Modular buy to challenge Nvidia, to Anthropic’s always-on Claude Tag in Slack and Gartner’s warning that AI coding costs may exceed developer salaries by 2028. It also highlights data lakehouses as the new AI backbone, Bunny’s free DNS for edge adoption, Google Apps Script’s enterprise upgrade, and tools for secure credential management and real-time fleet visibility.

• Qualcomm is paying ~$3.9B for Modular to let AI workloads run across different chips without rewriting code, directly challenging Nvidia's CUDA lock-in.
• Gartner warns token-based AI coding costs could exceed developer salaries by 2028, pushing companies toward FinOps-style tracking and throttling of AI spend.
• Anthropic killed its old Claude-Slack connector for Claude Tag, an always-on agent that monitors channels and handles multi-hour tasks via @Claude mentions.
• Bunny.net now offers free DNS for up to 500 domains, lowering the barrier to adopting its CDN and edge security services.