IBM's $11B Confluent acquisition completes its hybrid cloud stack, with Kafka streaming joining Red Hat and HashiCorp for ...

Amazon has gone essentially nowhere YoY as investors fixate on a $125B AI CAPEX "problem," despite re‑accelerating AWS, ...

Morgan Stanley recently projected a US power shortfall through 2028, totaling 45 gigawatts (20% of total data center demand), ...

Q4 2025 Earnings Call December 10, 2025 5:00 PM ESTCompany ParticipantsTushar JainSassine Ghazi - CEO, President & ...

IBM said Monday it's buying data streaming platform Confluent in a deal worth $11 billion that will help bolster the ...

Understand the critical differences between edge gateways and historians to make informed decisions about collecting, ...

Microsoft’s latest price target revision reflects a slightly higher fair value of about $625.41, supported by a modestly ...

Fiery's Digital Factory 12 offers superior color, streamlined production, and easy workflow automation for DTF and DTG ...

Discover how Frontier Firms scale AI to drive growth, efficiency, and innovation. Learn traits, strategies, and real-world ...

Us today are Sassine Ghazi, President and CEO of Synopsys, Inc. and Shelagh Glaser, CFO. Tushar Jain: Before we begin, I'd ...

Microsoft is expanding Azure's AI stack with more model choices in Microsoft Foundry and more flexible hybrid and sovereign deployment paths, reinforcing a build-on-Azure-AI, deploy-where-needed ...

The first in a series of articles recapping sessions from the Data Center Frontier Trends Summit 2025 (Aug. 26-28) in Reston, ...