Pure Storage announces new enhancements to streamline workflows across on-premises and cloud environments for improved AI ...
Microsoft (MSFT) was in the spotlight on Friday as Morgan Stanley elevated the software giant to its Top Pick in the software ...
Despite generating more revenue than IaaS and PaaS combined, SaaS rarely takes center stage in cloud conversations, causing enterprises to miss a source of strategic differentiation.
Investing.com -- Microsoft (NASDAQ: MSFT) was named Morgan Stanley’s new Top Pick in large-cap software, with analysts highlighting broadening growth drivers across AI and cloud computing. The bank ...
Morgan Stanley raises Microsoft’s price target to $625, citing strong Azure growth, AI integration, and broad enterprise ...
The latest in the series that provides a handy sales pitch guide considers the message the channel should be giving to those ...
AI is the next great structural shift, on a par with electrification and the internet, in its capacity to unlock profound ...
Oracle’s record-breaking $332 billion in bookings signals a paradigm shift from cloud vendor to geopolitical GPU supplier, ...
Barclays raised its price target on Nvidia (NASDAQ:NVDA) to $240 from $200, citing accelerating demand for AI infrastructure and the company’s central role in the buildout. The bank reiterated its ...
The move to an enterprise cloud ERP is one of the most significant steps an enterprise will take. It’s an opportunity to ...
9hon MSN
AI spending at Microsoft and Oracle is even higher than it looks, thanks to this accounting maneuver
Big Tech companies are using finance leases to fund data-center buildouts, circumventing massive up-front cash outflows.
He pointed to OpenAI's recent $300 billion deal with Oracle as an example, saying the move should not be seen as a negative ...
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