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Markets are asking the wrong question about AI and software. Here's the one that matters. Markets are stress-testing valuations of...
AI capabilities, particularly the expansion of agents handling enterprise workflows, are accelerating faster than companies anticipated....
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This article by Antonino Caffo was originally published in Italian by Data Manager. Operational dynamics and AI agents: only 20% of...
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The automotive semiconductor market is recovering – but it is not a simple or homogenous recovery cycle. While the global semiconductor...
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The rise of generative and agentic AI is bringing down the curtain on a golden era for SaaS providers, heralding challenging times ahead...
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AI’s overhaul of the tech industry will leave no stone unturned, and the AdTech sector is feeling the effects. AI, connected TV (CTV),...
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Recent headlines have framed Anthropic’s latest release as the trigger for a sudden crisis in enterprise software, but that misses the...
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Since the launch of the iPhone in 2007, smartphones have remained the dominant personal computing device despite waves of innovation via...
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Europe’s fibre landscape is undergoing a radical reshaping. Years of ambitious business plans are colliding with market realities, rising...
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B.S. Teh is Seagate Technology’s Chief Commercial Officer, responsible for the company’s global commercial strategy development and...
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Over the course of 2025, our semiconductor team released a three-part series focused on disruptions within the semiconductor ecosystem....
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Our recently published 2026 Global Data Center Market Outlook polled more than 400 senior executives across the data center...
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There are several reasons to be excited about the Asia Pacific Data Center (DC) market. Capacity has been growing at 15% CAGR since 2020...
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Ajit Dansingani is HP’s senior vice president of strategy and business planning across the company’s personal computing and gaming...
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The U.K. altnet (alternative fibre broadband networks) sector is moving closer to further consolidation as the focus on commercialisation...
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The PayTV business is facing strong headwinds globally. Customers are spending less time watching traditional TV in their living rooms,...