Advanced Micro Devices has a wealth of digital semiconductor expertise and is well positioned to prosper from favorable trends in data centers and artificial intelligence. We consider AMD to be one of ...

We think AMD can carve out a decent portion of the AI accelerator market over time. Over the next five years, we model AMD’s data center revenue growing at a 41% CAGR. We expect AMD’s data center ...

Microsoft's AI bet pays off as Azure revenue grows, but stock falls on infrastructure supplier delays - SiliconANGLE ...

Nutanix topped the list because, in the opinion of Paul Delory, a research vice president in the Gartner for Technical ...

Microsoft (MSFT – Research Report), the Technology sector company, was revisited by a Wall Street analyst today. Analyst Derrick Wood ...

TD Cowen analyst Derrick Wood maintained a Buy rating on Microsoft (MSFT – Research Report) yesterday and set a price target of $495.00.

but software spending — four times larger than the data center segment — will grow by 14% next year, to $1.24 trillion, ...

Microsoft accuses Google of initiating a covert smear campaign to discredit its Azure cloud business by forming a lobbying ...

Keir Starmer hands ex-Darktrace boss investment minister gig Blackstone invests £10B to build Europe's 'biggest AI datacenter ... view was that Microsoft has significant market power thanks to its ...

Windows Server Standard, Datacenter, and Essentials ... Microsoft 365: Updated "Microsoft Copilot" to "Microsoft 365 Copilot," including updates to the License Prerequisites table, to support updated ...

Arm and Qualcomm have a mutually beneficial relationship so a new royalty fight is worrying investors. It’s unlikely to last.

You can use this SDK for your Node.js services hosted anywhere: your datacenter ... License Agreement (CLA) declaring that you have the right to, and actually do, grant us the rights to use your ...