All articles by BV Swagath
BV Swagath
Oracle Q1 FY27 net income rises 60% to $4.7bn as cloud revenues surge
Cloud infrastructure revenue rose from $3.35bn to $7.39bn, while cash flow increased amid a sharp rise in capital spending.
Cegid and Silae plan merger to create $11.6bn AI software group
The companies support two million end-customers and over 15,000 accountancy firms, producing 13 million-plus monthly European payslips.
Palantir and Nebius form sovereign AI infrastructure partnership
The companies also plan to accelerate new capacity deployment, including modular data centres at sites where power is available.
Arm targets agentic AI with new data centre and mobile platforms
Arm claims the new design delivers up to twice the performance, up to 1.25 times the performance per watt and up to 1.75 times the memory bandwidth.
Sharon AI signs five-year Rafay Systems orchestration agreement
The Nasdaq-listed neocloud has separately signed cloud computing contracts worth $373m and $1.32bn, with revenue expected from 2027.
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Quantinuum and Aramco to explore industrial quantum use cases
Initial work will cover technical onboarding, knowledge exchange and future quantum system assessments.
Wonderful secures $550m to scale enterprise AI platform
The company has grown to 650 employees across more than 35 markets since its $150m Series B in March 2026.
CrowdStrike launches Falcon Guardian for AI agent security
The release includes agent discovery, access controls and SIEM integration, while managed services and an AI Gateway remain planned.
Accenture expands Edge for mid-market firms with COMWARE deal
COMWARE brings expertise in SAP, CRM, and manufacturing, adding over 180 professionals to support Accenture Edge’s growth in Japan.
Nvidia net income more than doubles to $59.7bn as revenue climbs 106%
Data Center revenue climbed 117% to $89bn, while the company guided to $108bn in third-quarter sales, excluding China compute.