As GPU and memory constraints ravage server supply chains and channel partners struggle to offer pricing certainty, IBM infrastructure may deliver a left-field option that you can actually get delivered in days.

July ran opposite to the technology data. We think the disagreement is about execution timing across a supply chain with no buffer left.

Net new Subscription ARR moderated while the company’s long-term platform strategy advanced into Azure as a Native Azure Integration.

Ingram Micro tops Q2 guidance as its AI-driven Xvantage platform scales efficiency, expands high cloud margins, and reshapes global tech distribution.

Equinix raises 2026 guidance and expands its long-term outlook through 2029, betting that enterprise AI inference will fuel durable growth.

Memory costs squeeze handsets upstream, the CPU market forecast keeps climbing, and Arm has pointedly not raised its own targets.

Lumen is transforming enterprise networking by integrating Alkira’s global control plane above its fiber infrastructure, enabling businesses to dynamically configure, secure, and route complex multi-cloud AI workloads through a single cloud-native interface.

Apple step down accelerates, QCT margin guides below range, automotive sets another record, and FY29 non-handset targets nearly double

NXP folds AM/FM reception and neural audio into one chip, betting that acoustic sensing as a safety BOM line outlives the analog broadcast debate.

Dynatrace shifts from passive monitoring to autonomous operations using deterministic AI agents, no-code builders, and broad multi-cloud integrations.