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 …
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 …
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 …
Lenovo’s FY25/26 results are significant not simply because they set new financial records, but because they provide evidence of a changing revenue and profit mix within the business. More importantly, they offer insight into how enterprise technology spending is evolving as organizations move from AI experimentation to large-scale deployment. What’s Driving Growth The headline figures …
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, …
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 …
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 …
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 …
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 …
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 …