Sarbjeet Johal

Sarbjeet Johal

Creator
0 followers

Enterprise cloud/digital transformation advisor; investor

Compute Futures Aim to Standardize GPU Risk Assessment
SocialMay 19, 2026

Compute Futures Aim to Standardize GPU Risk Assessment

.@CMEGroup & @Silicon_Data to launch compute futures. This discussion between Carmen Li and @CarolineHydeTV on Bloomberg earlier today was a great one. I had great discussion with @Silicon_Data CEO, @CarmenLi in NYC at @NYSE late last year around disparity in...

By Sarbjeet Johal
Chip Giants Surge 2.5% in Unified Rally
SocialMay 11, 2026

Chip Giants Surge 2.5% in Unified Rally

All @intel @AMD and @nvidia are up around 2.5% today… it’s another ‘chips on the table’ day… 😄

By Sarbjeet Johal
IBM's AI IDE Dynamically Routes Models for Secure Coding
SocialMay 11, 2026

IBM's AI IDE Dynamically Routes Models for Secure Coding

Most AI coding is “like taking your Ferrari to buy milk” says @IBM’s Neel Sundaresan. I like IBM’s approach to AI IDE, it’s not bound to any particular models behind the scenes, it picks the best model for the task...

By Sarbjeet Johal
FOMU Stalls Tech Leaders From Embracing AI
SocialMay 9, 2026

FOMU Stalls Tech Leaders From Embracing AI

‘Fear of messing up’, #FOMU is keeping many technology leaders and practitioners at bay, when it comes to leveraging AI for advancing their causes. @robdthomas made that point well during this @IBM Think keynote this week. #IBMThink #Think #Think2026 https://t.co/DwJcL6bAWT

By Sarbjeet Johal
Memory Wall Fuels Surge in Intel and AMD Shares
SocialMay 8, 2026

Memory Wall Fuels Surge in Intel and AMD Shares

Driven by high degree of need for Context Engineering, ‘Memory Wall’ tilts the focus to CPUs. @Intel is up another 16% and @AMD is up another 9% today. https://t.co/G2kCefO0w9

By Sarbjeet Johal
IPhone
SocialMay 7, 2026

IPhone

iPhone throws @IBM Think 2025 memory on unlock, during #Thnik2026 week 😊! Pic: W/ @Craw at 2025 Think #IBMThink #Think #Think2026 https://t.co/RezoUe9PVR

By Sarbjeet Johal
Snap Shares Tumble After $400M AI Deal Collapse
SocialMay 7, 2026

Snap Shares Tumble After $400M AI Deal Collapse

.$SNAP stock is down 10% in pre-market on losing the @perplexity_ai arrangement. @Snapchat and Perplexity have "amicably ended" their planned $400 million partnership to integrate AI search into Snapchat. Initially announced in November 2025. https://t.co/PT30c53eE5

By Sarbjeet Johal
Jay Kreps Traces Kafka’s Birth and Confluent Foundations
SocialMay 5, 2026

Jay Kreps Traces Kafka’s Birth and Confluent Foundations

During @IBM Think day 1, keynote 3, @confluentinc and @apachekafka co-founder Jay Kreps explains how Kafka came about and how it became basis of Confluent. #Kafka #IBMThink #Think #Think2026 @robdthomas @ArvindKrishna @furrier @dvellante @dhinchcliffe @holgermu https://t.co/cb9TDjuQG2

By Sarbjeet Johal
Bob Demonstrates Agentic‑Era SDLC Automation at IBM Think
SocialMay 5, 2026

Bob Demonstrates Agentic‑Era SDLC Automation at IBM Think

At the 2nd keynote of day 01 at #Think Neel Sundaresan, General Manager, Automation and AL and Sanah Pallithotungal, Product Manager, IBM Bob gave us the demo of how Bob enables SDLC in Agentic era. #IBMThink #Think #Think2026 https://t.co/1kxeKLtKGo

By Sarbjeet Johal
AI Becomes IBM’s Core Model, Saving $4.5B
SocialMay 5, 2026

AI Becomes IBM’s Core Model, Saving $4.5B

AI isn’t just helping your business, it is your business model, says @IBM CEO @ArvindKrishna during #Think2026 keynote. IBM will save $4.5 billion using AI (annualized), he added. #Think #FitForPurpose https://t.co/7F0wqGVNOY

By Sarbjeet Johal
CadenceLIVE Unveils Chip Design Challenges and SaaS Tool Power
SocialMay 3, 2026

CadenceLIVE Unveils Chip Design Challenges and SaaS Tool Power

.@Cadence’s CadenceLIVE Silicon Valley 2026 took place on April 15–16, 2026 in Santa Clara, a week after #GTC2026. Cadence has just put the discussion between @nvidia CEO, Jensen Huang & @Cadence CEO, Anirudh Devgan on YouTube. It’s a great listen...

By Sarbjeet Johal
Qualcomm Shares Surge 19% on AI‑focused Earnings Beat
SocialApr 30, 2026

Qualcomm Shares Surge 19% on AI‑focused Earnings Beat

.@Qualcomm stock is up 19% on earnings beat, and datacenter & AI expectations. Qualcomm CEO spoke to @jonfortt on CNBC moments ago. ‘Agent driven devices ‘ will need more CPU, says @cristianoamon, Qualcomm CEO. I will argue that we have...

By Sarbjeet Johal
OpenAI Pivots From Microsoft to Amazon Partnership
SocialApr 29, 2026

OpenAI Pivots From Microsoft to Amazon Partnership

"OpenAI’s subtle drift from Microsoft has become an aggressive move toward Amazon", @jordannovet has come up with a spicier headline a day after the @awscloud - @OpenAI joint announcements from San Francisco. cc @dvellante @furrier @dfloyer @robhof https://t.co/j4tE17ySTy https://t.co/iMFXPTnCfk

By Sarbjeet Johal
Big Tech Earnings Surge: Google, Microsoft, Amazon, Meta, Apple Report
SocialApr 29, 2026

Big Tech Earnings Surge: Google, Microsoft, Amazon, Meta, Apple Report

Are you ready for tomorrow? Five of Mag7 (and 5 of top 10 companies by market cap) report earnings this week, on Wednesday it’s @Google @Microsoft @Amazon and @Meta — on Thursday it’s @Apple https://t.co/QWVcAVXzNW

By Sarbjeet Johal
Sarbjeet Johal | Pulse