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The IMD Wrap: Are server life extensions putting profits before performance?

Cloud providers are having to make more hardware available to keep pace with takeup—including older machines that under previous policies would have been retired already. But the move is proving profitable … and risky.

Photo of old computers

The sharp-eyed readers among you will no doubt have noticed that WatersTechnology recently began expanding its coverage to include the earnings calls of relevant companies in our space.

Our aim isn’t to bring you the basic earnings numbers. Rather, we hope to pick up on other nuggets of information that the companies share in their earnings discussions that might fly below the radar of the mainstream financial press. So, for example, new product announcements, commentary on the latest trends

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M&As, MCPs and why clean data is essential

The Waters Wrap: Financial firms are racing to adopt AI—but the payoff depends on having the right foundations, particularly clean, normalized data, writes Wei‑Shen.

How governance-first architecture stabilizes complex systems

Chetan Patil argues that many transformation projects fail not because of the technology but because of weak data governance. Adopting a governance-first discipline early (and building speed, resiliency, and credibility over time) is best.

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