Cisco's NSA problem is going to whack all of US tech's growth plans
Will emerging markets really buy routers, servers and storage systems from US enterprise tech giants now that it's obvious the NSA intercepts them en route to install spying gear?
Will emerging markets really buy routers, servers and storage systems from US enterprise tech giants now that it's obvious the NSA intercepts them en route to install spying gear?
Oppenheimer is betting that Amazon shares can get to $930. The primary reason: AWS is a profit machine that'll deliver 2023 revenue topping $57 billion.
Dell's infrastructure unit struggled in the fourth quarter with revenue of $8.8 billion, down 11%. Storage revenue fell 3% while servers and networking revenue fell 19%.
Data center automation is being pushed along by efficiency, digital transformation, multi-cloud and hardware-as-a-service models.
Big Blue's earnings topped estimates, but sales didn't. The company also said it's unlikely that a second half earnings pop will land because of "elongated discussions for its larger divestiture project."
Oracle's second quarter results are expected to be lackluster and analysts aren't expecting much. It sure would be nice if Oracle's hardware revenue could start growing to cushion the cloud transition.
Here's a look at the fallout should Google go with custom ARM chips in its data centers.
With the deals, Extreme Networks garners more distribution and a converged infrastructure story.
David Berlind is turning up some pre-show happenings at Interop in Las Vegas--some off the wall (literally) and some pretty useful. As for the on the wall, David has a post about a wall-mounted data center from a company called Thureon.
Microsoft has completed its first building at its Quincy, Washington data center and a leisurely walk around it is about 1.3 miles.