I reiterate my 'Strong Buy' rating for Microsoft with a one-year target price of $560 per share, driven by robust commercial cloud booking growth. Microsoft's commercial cloud bookings grew by 75% ...

Microsoft's Ignite Conference provided insights into the company's strategic direction in the Commercial Cloud and GenAI spheres. Microsoft's focus on innovation and ability to bring new products to ...

Global spending on data centers is expected to reach several trillion US dollars by 2030 with the US and China as main drivers of growth. The surging demand for data centers has created a building ...

Oxide, a startup founded by computing experts from Joyent and Dell, launched what it calls the world's first "commercial cloud computer." Oxide CEO Steve Tuck said that cloud computing "remains ...

In cloud computing, commercial providers make computing resources available on demand to their customers over the Internet. This service is partly offered "serverless", that is, without servers. How ...