Robert Saini

Market reaction to the potential Samsung takeover was immediate, with Modine’s share price surging by more than 28% in after-hours trading following the initial reports. This sudden investor enthusiasm underscores the high stakes involved in the current evolution of data center cooling technology,

A network of industry leaders including Oracle Health and Epic has partnered to support a new AI-driven approach to large-scale healthcare delivery. This initiative marks the debut of Gemini for Healthcare, a specialized agentic platform engineered by Google Cloud to resolve the persistent

Maryanne Baines joins us to discuss the gritty reality of shifting frontier AI models from theoretical weights to high-performance production environments. As an expert in cloud-native infrastructure, she provides a deep dive into how specialized cloud architectures are being built from the ground

The market is closely monitoring whether Nebius can successfully navigate regulatory hurdles and rising construction costs for its new high-performance computing facilities. This scrutiny comes as the technology sector undergoes a transformation driven by specialized "neocloud" providers catering

Traditional backup methods often require rolling back an entire virtual machine, a process that can lead to massive data loss compared to modern surgical recovery techniques. Rubrik has addressed this vulnerability by launching a major expansion of its cyber-resilience capabilities, focusing

AI agents differ from traditional software by following non-deterministic logic and consuming compute resources in ways that standard Kubernetes clusters were not originally designed to handle. This fundamental divergence has forced a major rethink of infrastructure management, moving beyond simple

Salesforce and Workday currently represent the slower-growing end of the cloud spectrum, with growth rates of 11% and 14% respectively compared to their AI-focused peers. This disparity highlights a significant divergence in the enterprise technology sector, where traditional cloud expansion models

While Alphabet and Amazon grapple with various free cash flow challenges, Microsoft’s operational cash flow of $58 billion provides a significant competitive cushion. In the current fiscal landscape of 2026, market participants have observed a notable spike in the CBOE Volatility Index, which

Recent adjustments to the Nscale agreement demonstrate how volatility in the neocloud sector is impacting the deployment of 200,000 Nvidia GB300 GPUs, highlighting a broader strategic pivot as the technology landscape undergoes a massive realignment to support generative artificial intelligence.

By establishing a dual-region architecture between Kuala Lumpur and Johor, Microsoft is addressing the critical need for domestic data residency and disaster recovery within Malaysia. This strategic move signifies more than just a simple expansion of data storage capacity; it represents a