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For those of us who have covered Arm for decades, we remember the days when this was a $500-600M yearly revenue company, and hardly growing. How times have changed. The evolution of Arm, now clearly framed as Arm 2.0, has been years in the making, with all the stakeholders recognizing that an IP bus
Read the report →The AI PC category has a credibility problem. Two years into the NPU era, most on-device AI still feels like a solution searching for a problem. The hardware arrived before the software had anything meaningful to say, and Microsoft’s Copilot rollout did little to change that narrative. Rather than b
Read the report →The next phase of the AI PC market will be won less by raw AI specifications and more by enterprise usefulness. Intel is repositioning the commercial PC as a managed, secure, on-device AI endpoint that can execute work, observe itself, and improve user experience without sending every workflow back
Read the report →Microsoft announced a significant organizational realignment this week, consolidating its consumer and commercial Copilot efforts under a single unified structure. Jacob Andreou has been elevated to EVP, Copilot, reporting directly to CEO Satya Nadella, with accountability spanning design, product,
Read the report →When Apple unveiled the MacBook Neo on March 4, 2026, the temptation was to frame it simply as Apple finally getting competitive on price. At $599 retail and $499 for education customers, it is the most affordable Mac the company has ever sold. But reducing the MacBook Neo to a price story misses wh
Read the report →Here’s the conclusion up front: M5 Max is the most impressive piece of silicon I’ve used in a laptop. It’s more efficient and more performant, theoretically cheaper and more sustainable to manufacture with less waste, an AI powerhouse, and still runs in a laptop that lasts all day. I can’t think of
Read the report →While I could start with the list of the many products that were announced at Cisco Live EMEA 2026, and there were plenty, from the Silicon One G300 to the biggest-ever update to AI Defense, I want to focus my analysis around a very interesting slide that was shared in one of the many analyst…
Read the report →Apple delivered a record-breaking December quarter, posting its best revenue and earnings performance ever, driven by an exceptionally strong iPhone cycle and continued Services momentum. Revenue reached $143.8 billion (+16% YoY), with EPS of $2.84 (+19% YoY), reflecting both top-line strength and f
Read the report →Microsoft delivered a strong Q2 FY26 performance, exceeding expectations across revenue, operating income, and EPS, while continuing to invest aggressively in AI infrastructure to support rapidly expanding demand. Revenue grew 17% year over year, with operating income up 21%, underscoring the durabi
Read the report →As I publish this, the world’s political and business leaders are gathering in Davos, once again debating the future of the global economy, geopolitical stability, and the role technology will play in shaping what comes next. Artificial intelligence, digital sovereignty, and resilience are central t
Read the report →The Microsoft New Future of Work Report 2025 marks a significant milestone in how we understand the ongoing transformation of work. Over the past five years, the report series has traced the evolution of work, from remote and hybrid work models to the emerging integration of AI across teams and orga
Read the report →Apple and Google did their joint announcement today, confirming Mark Gurman’s report from August (I swear this guy lives in the walls of Apple Park) that the new Siri and Apple Foundation Models will be based on Gemini models and technology. There’s a lot of nuance to this that many are overlooking
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