In IT these days, many position cloud as a panacea to fix all the ills of a modern business-focused IT infrastructure. This is especially true when it comes to trying to reduce overall costs. While ...
Google Cloud surges with AI-driven growth and strong financials, making Alphabet a top hyperscaler pick. Click here to read ...
Ashkenazi noted, “At current spot rates, we could see a tailwind to our revenue in Q3. However, volatility in exchange rates could affect the impact of FX on Q3 revenue.” Regarding CapEx, Ashkenazi ...
Most enterprises claim they’re “in the cloud” but struggle to realise true transformation benefits, writes LSD Open's Deon Stroebel.
Big Tech ramps up AI spending; early gains emerge but profitability, privacy risks and long-term returns remain uncertain.
The artificial intelligence gold rush which has seen tech giants spend almost half a trillion dollars on cloud infrastructure is poised to undergo its most dramatic test to date as the ever-growing ...
Cloud service providers are rapidly expanding AI capabilities, leading to increased capex and major investment in data center infrastructure. Microsoft CEO Satya Nadella revealed that 80,000 customers ...
Goldman Sachs analyst Simona Jankowski downgraded Arista Networks Monday morning to "sell" from “neutral.” Jankowski lowered her 12-month price target to $58 per share from $73 based on several risks ...
REDWOOD CITY, Calif., Sept. 16, 2025 /PRNewswire/ -- According to a recently published report by Dell'Oro Group, the trusted source for market information about the telecommunications, security, ...
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