DCK Investor Edge: It doesn’t pay dividends, but it offers investors a chance to ride the wave of digital transformation rising across China.
The move signals that geopolitical and trade tensions have dented corporate demand for servers.
DCK Investor Edge: Hyperscalers continue leasing tens of megawatts of data center capacity in China, driving growth outside urban cores.
The vendor signals that companies are postponing hardware purchases amid global political and economic uncertainty.
As Nvidia prepares to report Q3 results, all eyes are on its data center business.
DCK Investor Edge: Data center REITs reported an impressive third quarter. Here’s the second part of our earnings coverage.
DCK Investor Edge: Data center REITs reported an impressive third quarter. Here’s Part 1 of our earnings coverage.
Seeks to end M&A speculation, says the company remains focused on strategy
Its current-quarter sales forecast missed the lowest analysts’ projections, wiping out a quarter of its market value in late trading.
Still, its total revenue is about one-third of its top rival Intel's profit.