United States
Asia Leaders
Arvind Krishna Rebuilt IBM Around Software. Now He Has to Make the AI Stack Outrun the Mainframe Cycle
Arvind Krishna made IBM smaller, more software-led and more profitable. A second-quarter shortfall now tests whether Confluent, Red Hat and watsonx can produce growth independent of the mainframe cycle.
Asia Leaders
Nikesh Arora Made Palo Alto Networks Cybersecurity’s Consolidator. Now He Has to Make the Stack Work as One
Nikesh Arora turned Palo Alto Networks into cybersecurity’s leading consolidator. CyberArk and Chronosphere now make integration—not another acquisition—the defining test of his platform strategy.
Asia Leaders
Reshma Kewalramani Broadened Vertex Beyond Cystic Fibrosis. Launch Economics Are the Next Clinical Test
Reshma Kewalramani has placed high-value rare-disease medicines, internally discovered small molecules, gene editing and disciplined reinvestment of cystic-fibrosis cash flow at the centre of the strategy. The next phase will test capital discipline, execution and durability across Asia.
Asia Leaders
Sanjay Mehrotra Turned Micron’s Memory Shortage Into Long-Term Contracts. Now He Has to Stop the Boom From Rebuilding the Glut
Sanjay Mehrotra has used AI-driven scarcity to secure five-year customer commitments and record margins at Micron. The harder task is expanding supply without financing the next memory glut.
Asia Leaders
Fei-Fei Li Opened World Labs Through an API. Developer Demand Must Validate Spatial Intelligence
Fei-Fei Li has placed usage-based API access, creative tools, developer integration and world models that may eventually support simulation and embodied intelligence at the centre of the strategy. The next phase will test capital discipline, execution and durability across Asia.
Asia Leaders
Huda Kattan Bought Back Huda Beauty. Founder Control Must Now Fund Its Own Growth
Huda Kattan has placed social-led product discovery, colour cosmetics, direct consumer relationships and selective distribution through retailers such as Sephora at the centre of the strategy. The next phase will test capital discipline, execution and durability across Asia.
Asia Leaders
Lisa Su Pushed AMD's Server Ambition Beyond GPUs. Memory Costs Could Split the Portfolio
Lisa Su has placed EPYC server CPUs, Instinct accelerators, adaptive computing, semi-custom chips and a common software and customer ecosystem at the centre of the strategy. The next phase will test capital discipline, execution and durability across Asia.
Asia Leaders
Bom Kim Built Korea’s Fastest Commerce Machine. Taiwan and Farfetch Are Exposing the Cost of Expansion
Bom Kim made speed and reliability a habit in South Korean commerce. Coupang’s newer businesses are growing faster than the core, but their losses are testing the limits of the model.
Asia Leaders
Lip-Bu Tan Has Put Intel Back on an Engineering Clock. The Foundry Still Has to Find Customers
Lip-Bu Tan has restored discipline and delivered Intel 18A into production. The company’s future now turns on whether 14A can win the external volume that its fabs—and its identity—require.
Asia Leaders
Neal Mohan Turned YouTube Into a $60 Billion Media System. Now He Has to Keep AI From Breaking Its Trust
Neal Mohan transformed YouTube from a video platform into a diversified global media economy. Artificial intelligence will determine whether its scale remains an advantage or becomes a crisis of trust.
Asia Leaders
Jay Bhattacharya Is Rewriting How America Funds Medical Science. The Portfolio Test Starts Now
Jay Bhattacharya has secured room to reshape the world’s most influential biomedical funder. His challenge is to make risk-taking, replication and real-world data produce better science without turning grant selection into an opaque policy instrument.
Asia Leaders
Thomas Kurian Put Google Cloud on a $70 Billion Run Rate. Enterprise Agents Must Now Earn the Capacity Behind It
Thomas Kurian has made Google Cloud a credible enterprise AI platform. The economics now depend on whether agents create repeatable workloads rather than another burst of subsidised experimentation.
Asia Leaders
Jayshree Ullal Made Ethernet the Language of the Cloud. Now She Has to Make It the Fabric of AI
Jayshree Ullal turned Arista into the cloud era’s most disciplined networking challenger. AI now requires a broader systems company without the complexity Arista was built to defeat.