Intel Earnings Preview: Demand, Supply and Foundry
Preview: Intel’s Oct. 29 results will put demand, manufacturing execution and segment reporting in focus.
Business, technology and what comes next.
NextNow / Contributor
Reporting and analysis
Preview: Intel’s Oct. 29 results will put demand, manufacturing execution and segment reporting in focus.
Preview: Micron’s confirmed technology event offers a framework for separating roadmap plans from deployment evidence.
IBM’s Oct. 21 report will provide an updated view of demand and execution across software, consulting and infrastructure.
The Oct. 20–21 program puts training, inference and hardware integration on the agenda. Production decisions still require workload-specific evidence.
Preview: Gartner’s Oct. 19–22 symposium links AI economics, executive leadership and cybersecurity questions.
Preview: Microsoft’s Oct. 28 results will offer commercial context for enterprise AI buyers, not proof of customer productivity.
ServiceNow targets fourth-quarter availability for AI Passport; enterprise buyers will need to test how planned permissions work during execution.
Amazon’s Oct. 29 call offers a scheduled management update on the business; this preview identifies questions for enterprise readers.
The confirmed November event offers a planning window to examine AI, cloud and security against real deployment requirements.
IBM and Red Hat’s latest milestone shifts attention from finding flaws to documenting a deployable fix.