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May 07 2026 03:05 AM

Arm and the CPU renaissance

Arm said the company sees $2 billion in customer demand for its AGI-CPU through 2027, double what it saw just a few weeks ago. Arm is becoming one of the headliners for what's a fu...

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Recent Insight News

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Insight News
April 24, 2026

Meta gobbles up AWS Graviton capacity

Data to Decisions
Meta is now one of the largest customers of AWS Graviton chips. Amazon said Meta will deploy quot;tens of millions of Graviton coresquot; in a move that highlights how the CPU is b...
Larry Dignan
Insight News
April 24, 2026

Cohere acquires Aleph Alpha to form US AI counterweight

Data to Decisions
Cohere is acquiring Aleph Alpha to focus on sovereign AI and provide a counterweight to US AI giants. Schwartz Group, the retail company that owns Lidl, has committed $600 million ...
Larry Dignan
Insight News
April 24, 2026

Google Cloud Next 2026: A look at the big themes

Data to Decisions
Agentic AI is shifting from experimental to production in enterprises and Google Cloud is touting its integrated AI stack including next-gen TPUs, data platform and agent layer. To...
Larry Dignan
Insight News
April 23, 2026

SAP delivers solid Q1, but currency rates, geopolitics weigh

Data to Decisions
SAP reported better-than-expected first quarter results but the company is taking a hit on currency rates and noted geopolitical risks. Accelerating revenue growth is pushed off to...
Larry Dignan