AI & Quantum Computing
ServiceNow’s Q1 Revenue Jumps 22% as AI Bet Pays Off, but Armis Price Tag Weighs on Margins
ServiceNow’s latest quarterly numbers tell a tale of two narratives. On one hand, the workflow automation giant delivered a 22%...
IBM Navigates an AI Identity Crisis: Consultancy Gains Under Threat as Software Push Accelerates
International Business Machines finds itself caught in a paradox that is reshaping the entire tech landscape. The company is betting...
Microsoft’s Capacity Crunch and Cash Flow Squeeze Test the AI Thesis
The numbers look stellar on the surface, but a closer read of Microsoft’s latest quarter reveals a company straining under...
D-Wave’s Advantage2 Usage Surges 314% as New Simulator and $100 Million CHIPS Grant Draw Closer
Two powerful catalysts are converging at D-Wave Quantum. The company is rolling out a novel error-revealing simulator in September, while...
Dell’s AI Rally Meets a Capital Strategy: Dividend, Bond, and a Microsoft Win
Dell Technologies has been one of the most explosive performers in the S&P 500 over the past month, with shares...
D-Wave Quantum: The Long Game of Two Architectures Meets a Short-Term Revenue Squeeze
D-Wave Quantum is the only company running both annealing and gate-model quantum systems commercially — a dual-track bet that no...
Oracle’s Record $638 Billion Backlog and $396 Million Government Win Collide With a $23.7 Billion Free Cash Flow Drain
Just as Oracle was closing a rare $396 million contract with the US government, hackers were already exploiting a critical...
IBM Study Reveals AI Vendor Lock-In as 71% of Firms Can’t Switch — and the Company Is Selling the Escape Route
A fresh study from IBM's Institute for Business Value has laid bare a worrying dependency gripping the corporate world: seven...
Nvidia’s $2 Billion Vote of Confidence Fuels Marvell’s Networking Gambit — But Volatility and Insider Sales Temper the Rally
When Nvidia chief Jensen Huang calls a partner a “potential next trillion-dollar chip company,” the market tends to listen. Marvell...
Siemens Energy’s Grid-Tech Boom and US-Iran Détente Converge as UBS Flags 175-Euro Upside
The €154 billion mountain of orders sitting on Siemens Energy’s books took centre stage in London this week, with finance...
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