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...

Amazon’s Bid to Recover JEDI Cloud Computing Contract Stays Alive

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WASHINGTON— Amazon. com Inc.’s bid to win back the Pentagon’s JEDI cloud computing contract stayed alive Wednesday as a federal judge rejected motions by the Defense Department and Microsoft Corp. to dismiss much of Amazon’s challenge of the contract award. Judge Patricia Campbell-Smith of the U.S. Court of Federal Claims rejected the motions, according to a court docket entry. Her opinion and order in the case weren’t made public immediately, making the extent of the government’s legal defeat unclear. The move is significant nonetheless because it opens the door to continued protracted court battles over the Joint Enterprise Defense Infrastructure, or JEDI, contract. ...

Edge Computing Is Leading The Next Great Tech Revolution

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MOUNTAIN VIEW, CA - JANUARY 19: A display featuring the Xerox Alto personal computer is seen at the ... [+] Computer History Museum on January 19, 2011 in Mountain View, California. After a two year, $19 million renovation, the Computer History Museum re-opened its doors with a new 25,000 square foot exhibit called Revolution: The First 2000 Years of Computing. The exhibit features over 1,000 artifacts and 100 multimedia stations that explores every major aspect of the history of computing, from the abacus to the smart phone, and every step in between. (Photo by Justin Sullivan/Getty Images) Getty Images Do you want in on the next great tech revolution? Well, it’s happening before our eyes. But it’s a shift so subtle, hardly anyone recognizes the profits at stake. As I’ll show you today, these subtle shifts in computing happen...