submitted by ServerGeek [link] [comment]

Topics:  servergeek   
BING NEWS:
  • Cord-Cutting 2.0: Cause for Worry?
    They're buying for 1.6 billion and that works out to $5. ... I'm sure the bears are concerned about just the high embedded growth assumption embedded in its valuation. If it doesn't meet some of those ...
    05/4/2024 - 11:03 am | View Link
  • Cloud revenue accelerates 21% to $76 billion for the latest earnings cycle
    If you were concerned about slowing cloud infrastructure growth for a time in 2023, you can finally relax: The cloud was back with a vengeance this quarter. The market as a whole was up a healthy ...
    05/3/2024 - 6:10 am | View Link
  • AI demand drives Amazon’s biggest cloud sales growth in a year
    Amazon.com Inc.’s cloud unit posted the strongest sales growth in a year, a sign that the retailer’s most profitable unit is recovering from a slump as businesses resume spending on technology ...
    05/2/2024 - 10:30 am | View Link
  • Cloudflare Is Not An AI Winner
    The introduction of generative AI has altered the thesis that Cloudflare can be the fourth public cloud. Read more to see my analysis on NET stock.
    05/1/2024 - 1:59 am | View Link
  • AI drives cloud growth and cloud growth drives earnings upside — for some
    In the first big tech earnings week of the quarter, a mixed bag — but cloud is driving upside at a lot of companies, and AI in turns is driving that cloud (and hardware) growth: Juniper’s adjusted ...
    04/26/2024 - 8:31 am | View Link
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