Category: AI

Wipro delivered the kind of quarter that captures both the problem and the opportunity in global IT services right now.…

Wipro delivered the kind of quarter that reveals both the opportunity and the frustration in IT services right now. Management…

Ericsson delivered the kind of quarter that makes a business look healthier than the headline growth rate suggests. In its…

United Microelectronics handed investors the kind of monthly update that usually keeps a semiconductor momentum trade alive. The company reported…

The cleanest way to read Prosus after Monday’s full-year results is not as a sleepy holding company and not yet…

Fresh Micron results make one thing clear: the company is no longer trading as a plain-vanilla memory-cycle recovery story. It…

Accenture’s fresh buyback decision is the kind of announcement that deserves more than the usual capital-allocation applause. On June 23,…

In the high-stakes theater of global semiconductors, few companies present as perplexing a dichotomy as STMicroelectronics (NYSE: STM). A foundational…

The narrative surrounding the semiconductor industry has become dangerously monolithic, obsessively fixated on the digital architectures that process artificial intelligence.…

The semiconductor industry is currently navigating a violent schism. On one side, the intoxicating gravitational pull of artificial intelligence logic…

The market is starting to price electricity providers as if they were the next scarce input to AI infrastructure, but…