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AMD reports a storming quarter as hyperscalers launch 130+ AMD cloud instances

All major players unveiled AMD cloud products, as chipmaker’s CPUs continue to beat Intel on performance.

IBM reports its best growth in a decade as transformation kicks in

"We are now a 30% consulting company, a 70% technology company.”

Red Hat rescues IBM from otherwise grim Q3 ahead of "Kyndryl" spinoff.

"The one that performed exactly according to what we wanted was Red Hat"

Nike's digital ambitions hit supply chain snags, as two worlds collide

Nike is pursuing a more "direct, member-centric business model"

BoA, Citi, Goldman, JPMorgan, Wells Fargo’s earnings calls show focus on DX, risk, automation

JPMorgan CFO: "What's really particularly exciting is..."

IBM returns to growth on cloud boom, buoyant mainframe sales.

Big Blue's new leaders are making good progress...

Capita eyes a juicy chunk of HMG IT spend -- plans hardware, software disposals under aggressive restructuring.

Company eying a "big increase" in gov't contract pipeline.

Zoom reports 5,000% rise in annual profits, aims to double down on Apps ecosystem.

"If you look at it from a CIO or IT perspective..."

NVIDIA earnings blow off the ceiling, as industry DC demand outstrips hyperscalers: Company confident on Arm buyout.

Industry verticals outstrip hyperscalers in GPU DC demand.

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