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On July 14, Oracle announced an AI-native builder experience for Oracle AI Agent Studio for Fusion Applications, spanning no-code, low-code, and pro-code development at what Oracle states is no additional cost to Fusion customers. Per Oracle, the experience would enable…
Read More Everyone Is Building AI Agents. Oracle Is Moving The Contest Inside The Runtime
On July 14, IBM released preliminary second-quarter results a full week ahead of schedule. Revenue up 1 per cent. Software up 5 per cent. Infrastructure down 7 per cent as the strongest mainframe launch in the company's history wrapped, and…
Read More Panic Has A Shelf Life: Why Greyhound Research Remains Bullish On IBM After July 14
ServiceNow on Tuesday announced that it would buy cybersecurity vendor Armis for $7.75 billion in cash. This builds on its December purchase of identity security vendor Veza, and the closing of its acquisition of AI vendor Moveworks. Sanchit Vir Gogia,…
Read More From Workflow to Authority: What ServiceNow’s Armis Deal Changes for CIOs and CISOs
There are seasons in enterprise technology when the landscape shifts quietly. Then there are moments like this one when the ground moves in full view of the industry. IBM’s decision to acquire Confluent sits in the latter category. It marks…
Read More Streaming, Sovereignty, And The New AI Stack: Decoding The IBM–Confluent Deal
For decades, Power servers stood as quiet enablers of core enterprise operations, rarely questioned, rarely credited. But with Power11, IBM isn’t nudging the platform forward. It’s recasting the role of infrastructure itself. This isn’t a performance leap. It’s an operational…
Read More What IBM Power11 Really Means for Enterprise Architecture and Operations
IBM closed Q3 2025 with 16.3 billion dollars in revenue, up 7 percent in constant currency and 9 percent year over year, its fastest pace in several years. All three core segments grew sequentially, and operating discipline showed up clearly…
Read More IBM’s Q3 2025 Results – Delivery Strength Holds, But Integration Demands Intensify
In recent weeks, three of the world’s most powerful AI platforms – OpenAI (ChatGPT Go), Google (Gemini), and Perplexity – quietly dropped a bombshell in India. They made their premium AI services free. To the public, it feels like a…
Read More Access Without Accountability: The Dangerous Experiment Unfolding in India’s AI Economy
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Read More Infosys Q2 FY26 Results – Steady Hands, Softer Horizon
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Read More Between Ambition And Accountability: Reading The Airtel–IBM Partnership
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Read More IBM and Riyadh Air: How AI-Native Design Is Redefining Global Aviation
Prefer watching instead of reading? Watch the video here. Prefer reading instead? Scroll down for the full text. https://www.youtube.com/watch?v=zAf9qj2LUTE Sanchit Vir Gogia: Good evening, everybody. So, I’ve been tracking Airtel for the last 20 odd years. Yes, 20 odd years.…
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Read More What’s Next for the Microsoft OpenAI Relationship?
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Read More Backlog Isn’t Bank Balance: A Reality Check on Oracle’s AI Story
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Read More How Intel’s National Champion Status Affects Enterprises
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Read More Nvidia’s New RTX Pro GPUs: Transforming AI Workstations
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Read More Adani’s Strategic Move in India’s Data Infrastructure
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Read More IBM Cloud Faces Fourth Outage Since May: What CIOs Need to Know
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Read More Infosys Q1 FY26 Results – Delivering Predictability, Not Performance Drama
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Read More IBM’s Q2 2025 Results – Buyer Confidence Grows, But Field-Level Complexity Persists
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Read More Inside Airtel Cloud: Architecture, Market Fit, And The Challenges Ahead
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Read More Clorox vs Cognizant: A $380M Cybersecurity Wake-Up Call
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Read More Capgemini Acquires WNS – Rewiring Process Power in the Age of Intelligent Operations
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Read More Windows 10 Extended Security Updates vs Windows 11 Migration: CIOs Face Tough Choices
