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% …
Strong quarter, stronger signalAmazon’s Q1 2025 cloud results show AWS growing at a slower pace than expected, with 17% YoY growth to $29.27Bn, falling slightly short of analyst expectations of $29.42Bn. While this marks a third consecutive revenue miss, AWS remains a dominant player in the global cloud space. Why this stands outAWS continues to …
Qualcomm posted a robust Q2 2025, with $9.5Bn in chipset revenue—driven by solid handset performance and expanding strength in automotive, IoT, and adjacencies. Strong quarter, stronger signal Qualcomm continues to grow beyond smartphones, setting a target of $22Bn in non-handset revenues by FY29. AI and ecosystem-wide innovation are the new frontiers. Why this stands out …
Strong quarter, stronger signal: Meta delivered a standout Q1 2025—$42.3Bn in revenue (+16% YoY) and $16.6Bn in net income (+35%)—powered by monetization momentum across Facebook, Instagram, WhatsApp, and Threads. Why this stands out: The numbers underscore Meta’s early success in turning AI into real business impact. The company raised its 2025 capex guidance to $64B–$72B, …
Industry leaders and experts on Sunday welcomed the Donald Trump administration’s decision to exempt smartphones, computers and other electronics imported to the country from reciprocal tariffs — a move which has given India a definitive edge over China. “The US tariff exclusions provide much-needed relief for the global technology sector, easing pressure across consumer electronics, …