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The year-on-year decline in global smartphone shipments sounds like a demand story. It isn't.
According to Omdia's latest worldwide market study, the 2Q26 contraction is a supply chain story wearing a demand story's clothes, and the distinction matters enormously for how executives across the technology sector should be reading this quarter's results.
The culprit ...
For most of the last decade, the optical layer connecting data centers was an IT plumbing decision, delegated to network engineers and reviewed by executives only when something broke. That era is ending.
As AI training workloads outgrow the power available at any single site, hyperscalers are splitting mega-clusters across multiple campuses, cities, and regions, and st...
For three decades, enterprise software vendors have measured their worth by a simple proxy: how many people logged in each day.
Software seat licenses, dashboards, and feature sprawl were the currency of growth. That currency is losing its value fast as the market evolves.
When an AI agent can complete a procurement workflow, reconcile a ledger, or resolve a custo...
The worldwide server market just delivered its clearest signal yet that AI infrastructure spending has shifted from a cyclical bet to a structural commitment.
IDC's latest market study shows the global server market crossing $122 billion in a single quarter, and the more interesting story sits beneath that headline number.
The constraint on growth is no longer dem...