Latest

Jul 17, 2026, 18:44 Arvind Krishna Rebuilt IBM Around Software. Now He Has to Make the AI Stack Outrun the Mainframe Cycle

Jul 17, 2026, 16:45 Nikhil Kamath Turned Market Access Into a Media Platform. Influence Now Needs Clearer Boundaries

Jul 17, 2026, 13:40 Lucy Guo Built Passes Around Creator Ownership. Trust Must Become the Subscription Advantage

Jul 17, 2026, 10:35 Shashank Kumar Is Rewiring Razorpay Around Payment Success. Reliability Has to Pay

Jul 16, 2026, 16:45 Ritesh Agarwal Has Taken PRISM Back to the IPO Gate. Investors Will Price the Quality of OYO's Profit

Jul 16, 2026, 15:37 Nikesh Arora Made Palo Alto Networks Cybersecurity’s Consolidator. Now He Has to Make the Stack Work as One

Jul 16, 2026, 13:40 Gukesh Dommaraju Became Chess's Youngest World Champion. Defending the Crown Is a Different Business

Jul 16, 2026, 10:35 Scott Wu Joined Devin With Windsurf. The Combined Product Must Earn a US$26 Billion Valuation

Cloud Infrastructure

Safra Catz, Executive Vice Chair of Oracle

Safra Catz Has Become Oracle’s AI Balance-Sheet Steward. A $638 Billion Backlog Must Fund the Build

Oracle’s cloud infrastructure revenue is rising sharply, but free cash flow turned deeply negative under heavy investment. Safra Catz’s next leadership role is to impose financing discipline on growth that arrives before the cash.

Hock Tan, President and Chief Executive Officer of Broadcom

Hock Tan’s $35 Billion AI Platform Moves Broadcom Closer to Its Biggest Customers—and Their Risks

Hock Tan has expanded Broadcom’s custom-chip model into gigawatt-scale infrastructure financed by Apollo and Blackstone. Its power comes with customer, supply and deployment concentration.