Seagate Technology ended FY2026 with its strongest performance in over a decade. Full-year revenue reached US$12.2Bn, up 34% year-over-year, while gross margin expanded to 46.1%. The company closed the year with a record 52.7% gross margin in Q4 — its 13th consecutive quarter of margin expansion. But the numbers are only half the story. Beneath …
SK Telecom has hived off its AI infrastructure business from its AI services business with the launch of SK Hyper. SK Hyper is a dedicated subsidiary responsible for the company’s AI data center business. It brings together the AI infrastructure value chain, from land acquisition and power infrastructure to customer acquisition and operations. The company …
IBM’s Q2 2026 results signal that enterprise technology spending is being reshaped by the AI investment cycle. What’s Driving Growth IBM’s software business remained a key growth engine, increasing 5% year-over-year. This growth was driven by continued momentum in Hybrid Cloud, Red Hat, automation, and AI-related offerings. Enterprises are increasingly prioritizing platforms that help them …
AI infrastructure has inverted the memory market. Data centers now absorb the bulk of high-grade DRAM supply, and manufacturers have reallocated production away from consumer-grade chips toward higher-margin AI workloads. A standard 32GB DDR4 kit priced at $60-90 last fall now costs $150-180 — a price inversion the industry has termed “RAMmageddon.” This is not …
Gujarat has launched the Viksit Gujarat Data Center Policy 2026–29, aiming to attract Rs 6 lakh crore in investment and build 7.5 GW of data centre capacity over the policy period. Announced by Chief Minister Shri Bhupendra Patel and Deputy Chief Minister Shri Harsh Sanghavi at Mahatma Mandir in Gandhinagar, the policy aims to significantly …
Apple’s trade secrets lawsuit filed on July 10, 2026, against OpenAI and two former Apple executives represents an important development in the evolving relationship between the two companies. Although the litigation formally concerns allegations of trade secret misappropriation and breach of contract, it also reflects broader competitive dynamics emerging within the artificial intelligence ecosystem. As …
How great is the iPhone 17 Pro Max? Do you get to judge its greatness from the hundreds of professional reviews, talking about its technical abilities? Or, do you simply buy it because it’s the greatest smartphone offering from Apple? Or, do you buy it just because it went around the Moon, clicking unreal photographs? …
Meta has launched Muse Image, which it describes as its most advanced AI image generator and the first media generation model from Meta Superintelligence Labs. However, the rollout has quickly triggered criticism and user concerns around privacy, image scraping, and consent. Concerns are centering on a feature that allows users to generate AI images using …
India’s role in global technology and digital infrastructure is entering a more consequential phase. In a recent appearance on CNBC’s Inside India, I discussed India’s growing role as a global tech infrastructure and manufacturing hub as companies such as Apple and other multinationals diversify supply chains beyond China, and what that means for the country’s …
India’s digital public infrastructure, growing AI talent base, and expanding innovation ecosystem have created the foundations for what could be the country’s biggest technology opportunity in decades. But converting that potential into global leadership will require more than scale and adoption. It will demand sustained investments in innovation, semiconductor capabilities, and compute infrastructure. That was …