An increasing number of vendors now offer infrastructure—on premises and within a customer-controlled data center—for consumption on a cloud-like, pay-as-you go basis.

Cloud Titans collectively increased capex in the second quarter by 5%, matching pre-pandemic levels, but individually, capex was uneven, with less than half the companies tracked substantially ...

Seagate Technology reported stronger-than-expected results for the second quarter, suggesting a recovery. Click here for our review of STX stock.

Chart 3 shows another perspective of cloud capex growth, a comparison of capex spend in 1H 2021 and 1H 2022. It shows 1H2021 vs 1H 2020 growth (blue bars) and 1H 2022 vs 1H 2021 growth (orange bars).

Sometimes it’s just more time- and cost-effective to retain certain applications and storage assets on premise, move other applications to the cloud, and frame a hybrid infrastructure uniting them.

Microsoft (MSFT) stock jumps in Thursday's pre-market after reporting strong fiscal third quarter results driven by the company's Azure cloud business. Piper Sandler equity research analyst Brent ...

Countless words have been written about cloud computing economics. The catchphrase is summed up as “OpEx vs. CapEx,” shorthand for rent vs. buy, with an ongoing and endless vociferous argument ...

Despite extending server lifespans, AI's power demands drive more datacenter builds Amazon expects to spend $75 billion on capital expenditure in 2024 and even more in 2025 – mostly on its cloud ...

This article discusses the costs and risks of maintaining your applications and infrastructure on premise vs. moving to the Cloud.

Cloud vs. on-premises showdown: The future battlefield for generative AI dominance BREAKING ANALYSIS by Dave Vellante ...