Scott Fulton analyzes AMD's Xilinx deal and Nvidia's bid for Arm; bankers forecast a sustained data center boom; Equinix tallies up the pandemic's costs; and more
Scott Fulton asks whether an AMD takeover would be good for Xilinx; Goldman backs a new global data center venture; Microsoft pitches Azure in shipping containers; and more.
Bankers say the pandemic will fuel a sustained data center boom; DCK asks the big questions about Nvidia's Arm bid; Intel expands confidential computing; and more.
Nvidia wants to build a data center empire with Arm; Microsoft pulls out its underwater data center; TikTok may become an Oracle Cloud workload; and more.
Data center developer Stratus gets dragged into a row between money managers; NYC hospital CTO shares pandemic war stories; Nutanix gets more cloudy; and more.