Earnings
Dell delivered one of its strongest quarters ever, powered by surging demand for AI servers and resilient performance across its core commercial PC business. Revenue rose double digits, profitability reached new Q3 records, and the company raised full-year guidance in a sign of confidence that its A
AI
In mobile computing, performance is defined by the energy cost of operations. The limiting factors for modern Systems on a Chip (SoC) are thermal headroom and battery constraints, shifting the architectural focus to the infrastructure that feeds the silicon. The power delivery network (PDN) design f
AI
In the broader narrative of the AI boom, a new category of infrastructure provider has emerged, colloquially termed the “neocloud.” The economic logic of the neocloud is, at first glance, simple arbitrage: the hyperscalers (AWS, Azure, Google Cloud) are supply-constrained and expensive, creating an
Microsoft Ignite 2025 opened with a clear message: the AI era has moved beyond experimentation and is now fully about implementation, governance, and measurable outcomes. Microsoft focused on what matters most to the Ignite audience: the architects, developers, and IT leaders responsible for actuall
AI
Today, Google announced Gemini 3 as well as a bunch of new product updates powered by Gemini 3 Pro! We’ll get into those in a moment, because I want to talk about my experience using Gemini 3 Pro, codename riftrunner, as well as Google’s new developer IDE called Antigravity! I got early access from
The Las Vegas Grand Prix is no ordinary race. The city-centre circuit with its tight turns, the Strip backdrop and high spectator density makes for one of the most challenging viewing experiences in all of F1. That’s why the recent announcement by T-Mobile is so significant. 360° Cameras and Drone F
At the 2025 Chrome Summit in New York City, Google delivered its most cohesive vision yet for how artificial intelligence will power the next generation of work. Under the theme “Connected Work Experiences, AI at the Core,” the company showcased how its Gemini AI model now threads through every laye
AI
The surge in AI infrastructure investment has reshaped the value of power in the United States. Bitcoin miners, who once optimized purely for cheap electricity and fast deployment, now find themselves in possession of something that AI operators urgently need: energized land with existing interconne
Last week, I had the opportunity to attend my first Smartsheet ENGAGE. The conference opened with a message that was equal parts confession, conviction, and call to arms. On stage less than 30 days into the job, new CEO Rajeev Singh framed his first keynote around a simple proposition: Smartsheet is
Earnings
Apple closed fiscal 2025 with record-breaking results, underscoring the company’s operational strength and product leadership across categories. For Q4, Apple reported $102.5 billion in revenue (+8% y/y) and $1.85 EPS (+13% y/y), both September-quarter records. For the full fiscal year, revenue reac
Earnings
Microsoft began fiscal year 2026 with one of the most powerful quarters in its history, underscoring how its aggressive AI investments and cloud scale are transforming the company’s economics and competitive position. Revenue for Q1 FY 2026 rose 18% year-over-year to $77.7 billion, while operating i
AI
The easy story is “this looks bubbly.” Spending is massive AND front-loaded, the narrative is high, and a handful of winners dominate the landscape. Hyperscaler capital spending is tracking to roughly $424B in 2025 and stepping toward ~$500B in 2026, after topping $100B in a single quarter earlier t