Category: Field Notes

🧭 #GDCFNews | May 20, 2026 NVIDIA reported another major beat, the GDCF implications are immediate. 📌 What changed in the last 24 hours: • NVIDIA revenue surged 85%• AI infrastructure demand accelerated, again• Capgemini completed its AGM in Paris• […]

🧭 #GDCFNews | May 19, 2026 SAP is live in Madrid. The next GDCF signal may come from Europe. 📌 What changed in the last 24 hours: • SAP Sapphire Madrid officially opened• Google launched Gemini Enterprise infrastructure at I/O• […]

🧭 #GDCFNews | May 18, 2026 The GDCF market got a demand catalyst. Not from earnings. From oil. 📌 What changed in the last 72 hours: • Trump paused strikes, Brent dropped instantly• SAP Sapphire Madrid opened• Palo Alto Networks […]

🧭 #GDCFNews | May 15, 2026 The AI market is favoring engineering-led firms over labor-scale delivery giants. 📌 What happened in the last 24 hours: • Nagarro reported Q1 2026 results• World Wide Technology was added as GDCF firm #118• […]

🧭 #GDCFNews | May 14, 2026 Wall Street wants AI growth. But labor deals still pay the bills. 📌 What happened in the last 24 hours: • Globant beat Q1 expectations• PPI came in hot at +1.4%• SAP Sapphire pushed […]

🧭 #GDCFNews | May 13, 2026 AI-at-any-cost just met the market. Wix grew revenue. The stock still got crushed. That same pressure is now moving across the GDCF market. 📌 What happened in the last 24 hours: • Wix had […]

🧭 #GDCFNews | May 12, 2026 The next disruption to India outsourcing may not come from another GDCF. It may come from OpenAI, Anthropic, and SAP. $5.5B raised. Autonomous agents launched. FDE deployment models activated. What happened in the last […]

🧭 #GDCFNews | May 11, 2026 AI experimentation is over.ROI is the only metric now. That was the real signal coming out of SAP Sapphire today. And it may define the next phase of the entire GDCF market. ⸻ What […]

🧭 #GDCFNews | Weekend Review | May 10, 2026 Mother’s Day weekend brought more than family photos. It also brought a sharp reminder: the GDCF market is separating fast. ⸻ What mattered this week: • NTT DATA, Inc. → record […]

🧭 #GDCFNews | May 8, 2026 A leading GDCF just posted record revenue. Meanwhile India IT keeps explaining itself. ⸻ What changed in the last 24 hours: • NTT DATA, Inc. → record revenue• ISG (Information Services Group) → AI-related […]