In the three months of brutal selloff, spurred by the trade war, China's two largest companies lost a combined $140 billion in market value.
Amazon accelerates data center spending; Microsoft expands in place; Google slows capex growth
The rollout of multiple new AWS cloud services keeps the cloud computing company on a strong growth track.
DCK Investor Edge: No signs of cloud leasing picking back up in second half, but long-term drivers still intact.
PC sales gained 1 percent; data center declined 10 percent.
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