The AI PC category has a credibility problem. Two years into the NPU era, most on-device AI still feels like a solution searching for a problem. The hardware arrived before the software had anything meaningful to say, and Microsoft’s Copilot rollout did little to change that narrative. Rather than building a coherent ecosystem experience, Microsoft…

Microsoft announced a significant organizational realignment this week, consolidating its consumer and commercial Copilot efforts under a single unified structure. Jacob Andreou has been elevated to EVP, Copilot, reporting directly to CEO Satya Nadella, with accountability spanning design, product, growth, and engineering across both segments. Mustafa Suleyman, who previously held broader oversight of Microsoft AI,…

When Apple unveiled the MacBook Neo on March 4, 2026, the temptation was to frame it simply as Apple finally getting competitive on price. At $599 retail and $499 for education customers, it is the most affordable Mac the company has ever sold. But reducing the MacBook Neo to a price story misses what is…

While I could start with the list of the many products that were announced at Cisco Live EMEA 2026, and there were plenty, from the Silicon One G300 to the biggest-ever update to AI Defense, I want to focus my analysis around a very interesting slide that was shared in one of the many analyst…

Apple delivered a record-breaking December quarter, posting its best revenue and earnings performance ever, driven by an exceptionally strong iPhone cycle and continued Services momentum. Revenue reached $143.8 billion (+16% YoY), with EPS of $2.84 (+19% YoY), reflecting both top-line strength and favorable margin dynamics. Performance was broad-based across geographies, with double-digit growth in most…

Microsoft delivered a strong Q2 FY26 performance, exceeding expectations across revenue, operating income, and EPS, while continuing to invest aggressively in AI infrastructure to support rapidly expanding demand. Revenue grew 17% year over year, with operating income up 21%, underscoring the durability of Microsoft’s core franchises even amid elevated capital spending.  The defining milestone of…