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Constellation Insights
April 25, 2024

Intel Q2 outlook weaker than expected

The chipmaker, which is trying to catch up in AI processors, said it expects second quarter revenue between $12.5 billion to $13.5 billion, well below the $13.61 billion Wall Street expected.

Constellation Insights
April 18, 2024

Infosys acquires In-tech, posts mixed Q4 with genAI progress

Constellation Research CEO Ray Wang said Infosys is facing a bevy of moving parts that the company will have to navigate. "The combination of AI arbitrage, margin compression, and exponential efficiency is having an effect on the overall market.  Constellation expects that the overall service market will be flat to single digit growth for the next year," said Wang.