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F A I R Y Tale of NY
Wall St's AI Bubble?
"Huge gap: $1Tn+ investment
v leaders' low revenues & ROI"
Tech leaders have invested about $1.5Tn in AI infrastructure...see Meta's risky tax avoidance story here too. Leaders have received more CapEx than the tech industry ever. "The huge gap between CapEx and end user future revenue is not sustainable" opines Elevation's Roger McNamee. Full story here, first...
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M a r c o makes
Open tech move
Provides cybersecurity aid
dev't of WALM framework
Leading US managed tech services provider Marco has joined Open Interoperability Technologies (OIT) supporting its Workplace Asset Lifecycle Management (WALM) framework. CEO Brian Wyatt said “Interoperability can't be separated from cybersecurity as we become increasingly connected across devices, networks, cloud, apps and AI" Full story here, first...
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Rapid AI rise hits
ROI reality check
Enterprise customers asking
hard Q's on costs & returns
Enterprise customers are taking a more pragmatic approach to AI, and demanding clearer evidence of real ROI. Business leaders are more knowledgeable while CFOs are scrutinising costs and returns. Infobip CFO Damir Prusac expects businesses to become more selective about the models they deploy. Full story here, first....
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TDSynnex surges
on AI/W11 demand
$80Bn IT wholesaler's rocket
boost; Gains market share
TD Synnex, the $80Bn #1Global IT wholesaler benefited from high demand for AI PCs and the Windows 11 refresh. CEO Patrick Zammit stated "We delivered another record quarter, with Distribution and Hyve both performing above our expectations". Q3'26 report analysis here, first...
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Amazon mandates
Meta's Muse agent
"Need to ensure safe, secure,
reliable customer experience"
Amazon asked to be removed from Meta’s new Muse AI agent experience, the e-commerce giant said "The agent was launched and can make purchases on behalf of users. We were not given advance notice it would access our webstore". Ironic that Amazon has been accused of doing exactly the same thing with other webstores!? Full story here, first....
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Softcat secures
1st US acquisition
“Capability, scale, culture,
a compelling combination"
Leading UK IT solutions provider Softcat's ceo Graham Charlton tells CRN about its 2nd acquisition and its first in the US. "It took a 5yr search screening multiple targets. This was the right fit given the combination of capability and culture” he says. Full story here, first including what's next...
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Curry's new boss
same as old boss?
Baldock's mkt share baloney
maintained by new ceo?
Embattled electronics retailer Currys (ex-Dixons, PC World) continued to confuse with hollow rhetoric in Q1'27 report. "B2B/Services all growing strongly. In the UK&I, we gained share in every category" commented new ceo Fredrick Tennesen. Nonsense? New boss, same as the old boss? Full analysis here, first.
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Advania alters
UK leadership
Ex-CCS Media team out
and new female chief in
Advania UK has appointed Annette Murphy as CEO, replacing group CEO Hege Støre, who was acting head of the UK business since February. This follows the replacement of James Hardy, the former ceo of acquired CCS Media. Full story here, first...
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Computacenter
scaling strongly
UK tech sales double from
soaring AI fuelled demand
Computacenter the international IT reseller is expecting to report $14Bn gross revenues 2026, has published is Q2'26 trading update. CEO Mike Norris said "We're pleased with our execution in
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C D W Captures
D a t a integrator
Plan: "accelerate AI adoption
drive strong mission results"
CDW the leading $25Bn in sales, international provider of IT solutions plans to acquire a Databricks partner, to help transform data for customers’ growing use of AI. "Together, we will help organisations turn data into a strategic asset" commented ceo Chis Leahy. Full story here, first
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