Fresh off its role as a tech partner for the FIFA World Cup 2026, Lenovo just posted its strongest quarter on record. In Q1 FY2026/27, Lenovo group revenue hit US$26.9 billion, up 43% year over year, with AI-related revenue jumping 60% to US$9.3 billion—now 35% of the total. What’s Driving Growth The Infrastructure Solutions Group …
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 …