The IBM "Mainframe Malaise": Analyzing a Historic Market Shock
For the 115-year-old technology titan IBM, Wednesday served as a sobering reality check. While the company continues to operate as a high-margin cash-generation machine—posting $17.2 billion in revenue and $9.9 billion in gross profit—the numbers fell…
The Sovereignty Shock: How Anthropic’s U.S. Government Directive Has Upended India’s AI Ambitions
The rapid ascent of generative AI has long been heralded as the great equalizer, a technological tide that would lift economies and democratize access to intelligence. However, this week’s abrupt decision by Anthropic to suspend access to its most…