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After several weeks as part of the early release program for Amazon’s Alexa+, I’ve had the chance to put the new assistant through its paces—across daily routines, smart home management, and spontaneous conversations. As a long-time Alexa user, I can confidently say that Alexa+ represents a signific
Read the reportDell Technologies delivered robust first quarter fiscal 2026 results that exceeded expectations across key metrics, demonstrating the company’s successful pivot toward AI infrastructure while maintaining strength in its core enterprise business. The company reported revenue of $23.4 billion, represe
Read the reportA new study from Cisco reveals that agentic artificial intelligence (AI) is on the verge of fundamentally transforming the way businesses deliver customer service and support. According to the research, which surveyed nearly 8,000 business and technical decision-makers across 30 countries, agentic A
Read the reportSummary of the News: AI-Centric I/O: Google I/O 2025 heavily focused on Gemini AI and its integration across Google’s ecosystem, particularly Search, signaling a major strategic shift towards an AI-driven future. Android-specific news was largely separated. Gemini Model Advancements: Continued evolu
Read the reportAt Dell Technologies World 2025, Dell unveiled a suite of innovations designed to make AI accessible, scalable, and secure for organizations everywhere. The event’s key themes were brought to life through significant product launches and strategic partnerships, underscoring Dell’s ambition to be the
Read the reportMicrosoft Build 2025 opened with a visionary keynote from CEO Satya Nadella, who outlined Microsoft’s commitment to building an “open agentic web.” In this new paradigm, AI agents will interact, make decisions, and autonomously perform tasks for individuals, teams, and entire organizations. Nadella’
Read the reportAirbnb’s Summer 2025 Release marks an important moment in the company’s evolution. With the unveiling of Airbnb Services, a reimagined Airbnb Experiences platform, and a completely rebuilt app, Airbnb is signaling its ambition to become much more than a place to book a home. Instead, the company is
Read the reportInvestor sentiment on Arm’s latest earnings quarter leaned constructive. Analysis of investor questions and sentiment from the call focused on strategic positioning, monetization pathways, and clarity around near-term uncertainties. Management’s tone was confident, particularly in AI-driven tailwind
Read the reportAMD’s Q1 call struck a cautiously optimistic tone. Strong execution in Client and CPU gives the company breathing room as it navigates GPU export headwinds and ramps toward its next inflection point with MI350 and MI400. The Q&A focused less on surprises and more on timing, share gains, and the cred
Read the reportThe Disaggregated Era of Design The semiconductor industry is entering a new phase. Progress is no longer measured by packing more transistors onto a single monolithic die. It is measured by how effectively systems are composed from smaller, specialized components. This is the disaggregated era of d
Read the reportAll AI factories are data centers, but not all data centers are AI factories. For much of the last two decades, enterprise infrastructure strategy has been grounded in cost control. Data centers were built to support core IT functions—storage, compute, and networking—with an emphasis on efficiency,
Read the reportApple’s fiscal Q2 2025 results showed solid growth. Revenue was $95.4 billion (up 5% YoY) Net income rose to $24.78 billion (vs. $23.64 b in Q2 FY24), and diluted EPS was $1.65 (a March-quarter record, up 8% YoY). Services revenue hit a new high (≈$26.64 b, +12% YoY) and driving much of the growth,
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