Cloud Computing Giants Are Spending, But How Much?| Investor’s Business Daily

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Cloud computing giants Amazon.com (AMZN), Microsoft (MSFT) and Alphabet's (GOOGL) Google rank as the biggest spenders on technology along with telecom firms like AT&T (T). But what these titans actually spend on data center infrastructure for cloud computing remains a guess for Wall Street analysts and their suppliers. X Capital spending on cloud infrastructure is a key industry trend for analysts that follow semiconductor companies like Nvidia (NVDA) and Intel (INTC) as well as makers of computer servers, data storage systems and networking gear. Amazon stock, Microsoft and Google do not break out cloud infrastructure spending, however, in financial reports. So Wall Street analysts and others estimate how much of total capital spending goes toward warehouse-sized data centers packed with hardware and software dedicated to cloud...

MSFT: Cloud Computing in 2021: A Complete Investor’s Guide

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According to Gartner, the global cloud computing market will continue growing at a 17.5% annual rate over the next decade. Given its current size of $397 billion, this means it will be more than a trillion-dollar industry within the next 5 years.  For investors, this type of growth and scale means there are many different investment opportunities:  The big companies that are building the cloud infrastructure layer.  Companies building their own cloud-based platforms. These platforms have their own ecosystem in terms of users and developers building apps for them.  Companies building more targeted, software-based services on top of these platforms and infrastructure.  This type of growth means there are plenty of opportunities for investors in cloud computing. This report will provide a broad overview of the industry, examine some of the most...

Intel Labs Moving Mountains With Neuromorphic Computing And Photonics Technologies

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Director of Intel's Neuromorphic Computing Lab, Rich Uhlig. Screenshot from event keynote. Intel While the industry loves to combine “R&D” and we see this in every tech company’s P&L, research and development are very different. Research is high risk, market making investments and discoveries that are unattached to products. Development is applying that research and other’s IP to create an end product or services. Development is less risky. Very few companies do research, and Intel has had a heritage in research for decades. One of the most exciting aspects of working as a tech analyst is, quite frankly, being one of the first to learn of these new, research-driven, cutting-edge technologies coming down the pipeline in the not-so-distant future—from the expected to the truly mind-boggling. As such, I always look...