Latest posts
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India Global Capability Centres: Embark’s 2031 growth forecast
India’s Global Capability Centres will add 1–1.4 million jobs by 2031, Embark projects — but AI is changing the composition of the work, and adoption is outpacing value.
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AI revenue: Infosys’ 29% jump and the guidance cut
Infosys’ AI revenue hit 10.5% of the total and grew 29% sequentially — yet the company cut its guidance. We explain the milestone, the metric’s limits and the AI deflation behind it.
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LLM inference: inside ReadyServer’s shared-capacity API
ReadyServer’s shared LLM inference API has tight limits and a best-effort SLA. We report the queue, data-handling and model details the company disclosed.
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AI-native engineering: Coforge’s margin-led quarter
Coforge’s Q2 shows 53.6% growth and a raised EBIT margin — but most of the growth is the Encora acquisition. We read the AI-native engineering bet behind the numbers.
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AI Super Agent: Cadence and Nokia’s design supercomputer
Nokia is deploying Cadence’s AuraStack agentic AI on the Millennium M2000 supercomputer for electronic system design. We explain the platform, the on-prem rationale and the unverified claims.
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Kernel extension: OWC drops kext for DriverKit
OWC rebuilt its Dock Ejector driver from a kernel extension to Apple’s DriverKit, so Mac users no longer lower security to install it. We explain the shift.
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Unified Context Layer: Zoom’s Bet That Context Beats Models
Zoom is betting that whoever holds the highest-fidelity conversation context wins, even if the models above it are interchangeable. The governance announcements explain why.
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Textile Touchscreen: NUS Weaves a Washable Display Into a Sleeve
A fibre that is pixel, touch sensor and bus at once, woven into a garment. The Nature result is real; the tethering to external electronics is the honest gap.
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Supermicro All-CPU Rack and the Shift to Execution Capacity
A rack with no GPUs, built for the CPU side of agent workloads. It also carries two quieter shifts: 800-volt DC power and agent governance in silicon.
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Grok Build: Tech Mahindra Brings SpaceX’s Coding Agent to Enterprise
India’s fifth-largest IT services firm is putting a coding agent into enterprise modernisation. Independent studies say the productivity gain is a modest percentage, not a multiple.