IBM posted its strongest quarter in years, with Q3 revenue up 7% YoY to $16.3 Bn — the biggest jump in several cycles — driven by broad-based acceleration across Software and Infrastructure. The company has transitioned from transformation to sustained acceleration, with AI, automation, and hybrid cloud now anchoring its long-term growth strategy. What’s Working …
Qualcomm Technologies has unveiled the Snapdragon® X2 Elite Extreme and Snapdragon® X2 Elite, expanding its Snapdragon X Series portfolio for Windows PCs. With a focus on performance, power efficiency, and AI acceleration, the new platforms illustrate Qualcomm’s intent to strengthen its position in the PC ecosystem. Ultra-Premium Tier: Snapdragon X2 Elite Extreme The Snapdragon X2 …
Intel has announced a major leadership overhaul as it seeks to regain ground against AMD, Arm, and TSMC. The reshuffle includes the departure of products chief Michelle Johnston Holthaus and the creation of a central engineering group led by Srinivasan Iyengar to focus on horizontal engineering and custom silicon for external customers. Kevork Kechichian, a …
India has long been the testing ground for affordability in global tech. From telecom pricing to streaming subscriptions and smartphone launches, the market has consistently served as the playground for low-cost models. The same playbook is now unfolding with artificial intelligence (AI). OpenAI’s new ₹399 ChatGPT Go plan underscores this, showing how affordability continues to …
Kaynes Circuits India is planning to invest a whopping ₹4,995 crore in an advanced electronic component manufacturing facility. The proposed plant will be set up in Thoothukudi, Tamil Nadu. This is the first major investment of its kind in PCB (Printed Circuit Board) manufacturing in the state. The move comes as part of the Tamil …
NVIDIA delivered Q2 FY2026 revenue of $46.7Bn, up 6% sequentially and 56% YoY. Blackwell-driven Data Center revenue rose 17% sequentially, while Q3 guidance points to ~$54Bn. Why this stands outBehind the strong numbers lies uncertainty. No H20 shipments reached China in Q2, despite select licenses being granted. Instead, NVIDIA benefited from a $180Mn release of …
Palo Alto Networks posted solid fiscal Q4 results, powered by its platform strategy. Revenue rose 16% YoY to $2.54Bn, with products up 19% and services up 15%. Next-Generation Security (NGS) ARR climbed 32% to $5.58Bn, while net new ARR grew 12%. Remaining performance obligations expanded 24%, underscoring durable demand and visibility. Why this mattersPalo Alto …
Alphabet Inc.’s Q2 2025 earnings highlights a significant 𝐀𝐈 𝐚𝐜𝐜𝐞𝐥𝐞𝐫𝐚𝐭𝐢𝐨𝐧 — scaling AI across its core growth engines: Search, YouTube, and Cloud. Why this stands out▪️ Google Cloud hit a $50Bn run-rate, primarily driven by AI-enhanced services▪️ Gemini AI usage up 35x YoY with 85,000+ enterprise adopters▪️ Tools like Veo 3, Flash Lite, and Deep …
Mistral has launched Voxtral, an open automatic speech recognition (ASR) software bundle aimed at disrupting the ASR market by breaking the traditional trade-off between cost and quality. Why it mattersUsing ASR in production has often meant choosing between high-error, open-source models or expensive proprietary ones with better accuracy. Voxtral claims to bridge this gap by …
Apple topped expectations in Q2 FY25, buoyed by resilient iPhone sales and a stabilizing China business. But beneath the headline beat, the tech giant faces mounting challenges—from delayed AI rollouts to regulatory pressure on its high-margin services business. Why This Stands Out Apple posted revenue of $95.36Bn (+5% YoY) beating estimates. iPhone revenue rose 1% …