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With its 3-star rating, we believe Microsoft’s stock is fairly valued compared with our long-term fair value estimate of $505, which implies a fiscal 2025 enterprise value/sales multiple of 13 times ...
The new Power11 servers aim to address the growing modernization needs in the enterprise datacenter, expanding the Power lineup to cover new use cases.
Goldman Sachs began coverage of several U.S Digital Semiconductor and Electronic Design Automation Software sector companies.
The American data storage market is set for robust growth, rising from USD 25,312.4 million in 2025 to USD 78,546.0 million ...
AI assistance is increasingly woven into JavaScript development tools and processes, which is both a boon and a peril depending on how you use it. This month’s report features a look at developing ...
While edge data centres may not structurally compare to their behemoth counterparts, they play a critical role in network ...
Launching a large-scale cloud application can feel like taming a wild beast. You have big plans, but unexpected issues may ...
AWS’s Project Rainier is building one of the world’s largest AI supercomputing clusters, powered by custom Trainium2 ...
For many, the path into the data center industry is far from linear – people arrive from a variety of backgrounds and ...
The remaining 37 percent is split between all remaining companies - the well-established competitors like Oracle, OVHcloud, ...
Shares of Advanced Micro Devices (NASDAQ:AMD) exploded over the past month, gaining 24.45%. That strong performance has ...
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