AMD’s Data Center segment hit $5.8Bn in a single quarter—more than the company generated in total revenue just two years ago. That single fact captures what AMD’s business has become. What’s Driving Growth AMD reported $10.3Bn in revenue, up 38% year-over-year and ahead of expectations. Sequentially, revenue was flat—but that masks a clear shift in …
Apple reported a record Q2 FY2026 at $111.2Bn, up 17% YoY, with MacBook Neo emerging as the standout demand surprise. What’s Driving Growth Why It Matters The Big Picture Apple’s dual-engine model remains intact: hardware driving ecosystem expansion, Services driving margin stability. Near-term focus shifts from demand to supply allocation and margin defense. On India, …
Memory is emerging as the binding constraint in AI infrastructure, and Samsung Electronics’ Q1 2026 results quantify its impact on earnings. Samsung Electronics reported a record Q1 2026, with ₩133.9T in revenue and ₩57.2T in operating profit, driven overwhelmingly by its semiconductor business. The results underscore a structural shift: memory is now the primary value …
Qualcomm delivered a solid Q2 FY26, with revenue of $10.6 billion landing at the high end of guidance. More importantly, the quarter reinforces a structural shift in the company’s growth narrative—from reliance on scale in handsets to a more diversified, mix-driven model. What’s Driving Growth QCT revenue reached $9.1 billion, with Automotive emerging as the …
The shift toward software-defined vehicles is accelerating—and partnerships are becoming central to scaling intelligent automotive platforms globally. The expanded collaboration between Bosch and Qualcomm reflects this momentum, moving beyond cockpit computing into production-ready ADAS platforms designed for mass adoption. What’s Driving Growth Bosch has delivered >10Mn vehicle computers powered by Snapdragon Cockpit Platforms, and the …
Bosch and Tata AutoComp Systems Limited’s 50:50 joint venture to develop eAxles and electric motors marks a meaningful step forward in India’s EV powertrain localization journey. What’s Driving Growth With Pune as the base and operations targeted for mid-2026, the partnership combines Bosch’s €6+ billion global investment in e-mobility with Tata AutoComp’s strong domestic manufacturing …
Lenovo reported a record fiscal quarter ended December 2025, delivering US$22Bn in revenue (+18% YoY), driven by broad-based growth across all business groups of Lenovo. AI-related revenue surged 72% YoY and now contributes 32% of total Group revenue, underscoring its role as a core growth engine. What’s Working Consistent execution by Lenovo across devices, infrastructure, …
Motorola is preparing to launch its most premium smartphone range to date, the Motorola Signature, on January 23 in India. The device marks an important inflection point for the brand as it seeks to move beyond volume-led growth and establish a credible presence in the super-premium smartphone segment. I had an opportunity to get a …
OpenAI has entered into a multibillion-dollar agreement to purchase computing capacity from AI chip startup Cerebras Systems, aiming to bolster infrastructure as demand for ChatGPT continues to accelerate and strain its data center and network resources. Under the agreement, OpenAI will deploy Cerebras-designed chips to handle portions of its ChatGPT inference workloads, committing to as …
At its flagship annual event, Commvault SHIFT 2025 in New York, Commvault announced a suite of AI-enabled capabilities under its Commvault Cloud Unity platform — a significant step forward in how enterprises approach data protection, cyber recovery, and operational resilience. These innovations, encompassing Threat Scan, Synthetic Recovery, and Cleanroom Recovery automation, represent a decisive move …