…IT modernization is accelerating alongside global IT growth, with spending increasingly concentrated on AI, hybrid cloud, cybersecurity, and data center refresh cycles, reflecting continued expansion across infrastructure and software markets. Public sector…
…research and additional AI infrastructure. “Rancho Cordova is charting new territory by developing an AI ecosystem that unites industry, education and government to shape the future of economic growth,” said Rancho Cordova…
…It also creates an opportunity for partners who can connect responsible AI, efficient infrastructure, and credible sustainability reporting in a way customers can trust. Turning momentum into action This June, we will…
…This approach positions Melbourne at the forefront of sovereign AI enabled research in the region. Data centre scale as research infrastructure The infrastructure demands of modern AI research extend well beyond individual…
…frameworks, helps you speak with more authority when discussing growth, fundraising, and execution. AI Stage Explore how leading companies are applying AI in practice. Hearing directly from builders and investors working at…
…Arm delivered record full-year royalty revenue of $2.61 billion alongside Q4 FYE26 revenue at $671 million, with this driven by growth across smartphones, Edge AI, Physical AI and Cloud AI…
…shortage, which has tightened availability of key components like DRAM and NAND as demand from AI infrastructure continues to surge. The company also noted that its guidance “assumes that global tariff rates…
…the emerging AI era. "We delivered an outstanding first quarter, driven by accelerating demand for AI infrastructure, with Data Center now the primary driver of our revenue and earnings growth," Dr. Lisa…
…Execs pointed out that had it not sold some businesses, growth would have been nine percent. MORE CONTEXT Alibaba Cloud hikes prices by up to 34%, blames hardware costs and AI demand…
…Many companies tied to AI infrastructure or software saw enormous valuation increases during 2025 based largely on future growth expectations. Apple, by contrast, already operates at a scale where investors prioritize stability…
