The Economic Times – Europe Revival Helps IT Survive Quarter Shocks

The Economic Times: VP, Research Director Ashutosh Sharma reveals that Europe is beginning to invest more in building its own technology capabilities to reduce reliance on the US, aiming for greater tech sovereignty. This shift is contributing to a regional revival in IT spending, particularly in countries such as the UK, Ireland, and Benelux.

Read the full article here. Read more from Ashutosh here.

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CNBC – Nvidia Is Bolstering Support For Chinese Open AI Models As It Warns Of White House Crackdown

August 27, 2026
CNBC: VP, Principal Analyst Charlie Dai discusses the growing role of Chinese AI models in Nvidia’s ecosystem and what their advance means for global competition across models, chips, and AI infrastructure. Read the full article here. Read more about Charlie here.
Media Coverage

The Wall Street Journal – Nvidia Reports Blowout Quarter, Says Demand for AI Chips Is Getting Even Hotter

August 26, 2026
The Wall Street Journal: Principal Analyst Naveen Chhabra comments on Nvidia’s latest earnings, highlighting the gap between AI infrastructure spending and realized business value. Read the full article here. Read more about Naveen here.