Naushad K. Cherrayil

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Festive demand, AI boom drive India’s third-quarter PC sales

PC Market soars 10.1% to record 4.9m units, sustained momentum in both commercial and consumer segments

IDC revises PC growth to 273m units in 2025

Price hikes stemming from tariffs in the US combined with subdued demand are leading to a negative impact within the largest market for PCs

How did Microsoft and Google grow faster than AWS in third quarter?

Overall compute demand is out-growing chip manufacturing capabilities and infrastructure expansion may become limited for the cloud service providers.     

Indian firms to be using at least 10 cloud platforms by 2023

Enterprises plan to increase share of spend on hybrid...

Samsung bets big on AI memory demand amid record turnaround

For 2025, Samsung is betting on a “significantly expanded” production of HBM chips
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