As agentic AI scales, it is moving beyond inference into reasoning, retrieval, tool calls and coordination with other agents, all orchestrated by CPUs. More agents means more CPU demand. Arm is positioning to capture that shift. What’s Driving Growth Neoverse CSS N4 targets customers building their own silicon. It supports up to 128 cores per …
The next $200Bn AI compute opportunity may not be in the data centre, and Arm is gunning for it. Arm estimates a $25Bn Physical AI compute TAM in 2025, with 2Bn Arm-based devices already shipping into the segment. 𝐖𝐡𝐚𝐭’𝐬 𝐃𝐫𝐢𝐯𝐢𝐧𝐠 𝐆𝐫𝐨𝐰𝐭𝐡 Physical industries spanning mining, manufacturing, logistics and operations represent $75T of the $115T global …
Snowflake is betting that the next phase of enterprise AI will be agentic. And it wants to be the platform that runs it. AI is changing how enterprises build, operate and make decisions. But AI agents are only as powerful as the data, context and governance behind them. What’s Driving Growth Snowflake’s Q2 FY27 product …
On CNBC’s Inside India, I explore what Apple’s new CEO – John Ternus – inherits in India — a market that has quietly become one of the most consequential chapters in Apple’s global story. Over the past few years, India has evolved from being a peripheral manufacturing base to a core pillar of Apple’s supply …
Dell Q2 FY27 numbers show how broadly AI is reshaping the infrastructure stack. Revenue reached $47Bn, up 58% YoY. 𝐖𝐡𝐚𝐭’𝐬 𝐃𝐫𝐢𝐯𝐢𝐧𝐠 𝐆𝐫𝐨𝐰𝐭𝐡 Infrastructure Solutions Group delivered a record $31.8Bn, up 89%, its 10th consecutive quarter of double-digit growth. Dell’s FY27 numbers show how broadly AI is reshaping the infrastructure stack. Revenue reached $47Bn, up 58% …
Fresh off its role as a tech partner for the FIFA World Cup 2026, Lenovo just posted its strongest quarter on record. In Q1 FY2026/27, Lenovo group revenue hit US$26.9 billion, up 43% year over year, with AI-related revenue jumping 60% to US$9.3 billion—now 35% of the total. What’s Driving Growth The Infrastructure Solutions Group …
One of Apple’s biggest services missing from India is Apple Pay, and with rumours of its imminent launch in the news cycle, it only raises hopes for millions of iPhone users. While Apple remains mum on the matter, industry analysts suggest that Apple Pay could kickstart the company’s goals of stepping into India’s vast fintech …
For years, the simplest way for a technology company to build more software was to hire more engineers. More products, more customers and greater complexity meant bigger development teams. But US-based enterprise software company Salesforce is now testing whether that equation still holds in the age of AI. It has deployed AI coding agents, including …
Google is developing its next‑generation Pixel 11 series. The lineup will continue to focus on Gemini AI. It will also emphasise best‑in‑class camera performance. Industry sources and analysts expect iterative but meaningful upgrades. These include a new processor. They also include enhanced camera hardware. Google plans to expand on‑device AI capabilities. Improved power efficiency is …
Qualcomm’s latest quarterly results highlight a company balancing softness in its traditional smartphone business with strong momentum in newer growth engines – Automotive, IoT and AI infrastructure. The results reflect a broader shift underway at the company as it works to reduce its historical reliance on mobile chipsets. Revenue reached US$9.9Bn, near the top of …