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 released its System Center 2025 alongside new Windows Server 2025. Besides many security updates, there is also ...

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

Another adage is that he who has the gold makes the rules, and in the datacenter market these days ... Microsoft doesn’t even ship a 32-bit version of Windows or Windows Server anymore, and Intel ...

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

Microsoft CFO says OpenAI investment will cut into profit, with projected income for the quarter expected to drop by $1.5 ...

Microsoft reported better-than-expected results for the fiscal first quarter as Azure topped estimates. But quarterly growth ...

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.

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

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