Brian Womack (Bloomberg) — In 2015, in one of the biggest corporate breakups in Silicon Valley’s history, the roughly 75-year old Hewlett-Packard Co. cleaved itself in half. Hewlett Packard Enterprise, or HPE, would handle data centers...
If you’re a regular reader of DCK Investor Edge, you know that investors who own data center REIT shares have seen better rewards year-to-date compared to more traditional commercial real estate asset classes like office, retail, apartments, net...
Ian King (Bloomberg) — Cisco Systems Inc., whose machines form the backbone of the internet, predicted another revenue decline as the company tries to remake itself amid a changing networking industry.Revenue in the current period may...
The red-hot hyper-scale cloud leasing that drove absorption of data center providers’ inventory in Tier 1 markets last year has taken a breather. However, the backlog of cloud leasing from 2016 continues to fuel rampant construction, and the...
Real estate brokerage Jones Lang LaSalle just published its North America data center market report for the first half of the year, highlighting new trends impacting the data center industry, such as security, high-performance computing...
(Bloomberg) — Amazon.com Inc. shares are lower after the company forecast a potential quarterly loss for the first time in two years, a reminder to investors that its reshaping of the worlds of retailing and cloud-computing industry doesn...
Ian King (Bloomberg) — Intel Corp. has a message for investors who are betting the semiconductor maker’s dominance is waning: Not so fast...
QTS Realty, the first data center REITs to report second-quarter results this earnings season, has struggled in the year’s first half to post large year-over-year gains investors have come to expect from the sector...
