CEO Nadella is working to keep up a steady flow of cloud deals, seeking to center strategy on web services and narrow the gap with AWS.
DCK Investor Edge: Digital Realty’s record $2.14 million per acre strategic purchase is a game changer and signals the next chapter for Data Center Alley development.
DCK Investor Edge: The trade war opens the door to taking advantage of China’s cloud boom at a discount.
CEO Neri is trying to make the company a key hardware vendor for big-data needs, seeking to take advantage of trends like AI and IoT.
Chipmaker reports 10 percent decline in data center revenue year over year
The company has returned to growth by revamping existing products and adding new software and services under Chuck Robbins's corporate makeover.
DCK Investor Edge: Its new backer onboard, here’s how the new version of T5 is planning to win.