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AI server market: cloud giants to command 60% demand in 2024

Nvidia, along with AMD and other leading ASIC chip manufacturers, is poised to drive the supply. However, ongoing restrictions on exports to China increased proprietary technologies, and intensified competition may present hurdles.

Frank-kung , Google , American-csps-cloud-service-providers , Nvidia , Greyhound-research , Microsoft , North-american , Cloud-service-providers ,

Cloud-focused malware campaigns on the increase

As commercial adoption of cloud technologies continues, cloud-focused malware campaigns have increased in both sophistication and number.

Germany , China , Matt-muir , Cloud-service-providers-csps , Threat-research-lead-at-cado-security , Cado-security , Actors-adapt-tactics , Initial-cloud-access , Cloud-service-providers , Threat-research-lead ,

Microsoft to showcase cutting-edge AI technologies at NVIDIA GTC

Microsoft to showcase cutting-edge AI technologies at NVIDIA GTC
hpcwire.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from hpcwire.com Daily Mail and Mail on Sunday newspapers.

Cloud-service-providers , World-largest-industries , Nvidia , Azure-openai-service , Microsoft , Azure-machine , Azure-maia , Azure-cobalt , San-jose , Next-level , Inferencing-large-language-models

Microsoft showcases next-generation AI and computing at Nvidia GTC

At GTC 2024, Microsoft leaders will be on deck to showcase cutting-edge AI solutions, technology and best practices.

Cloud-service-providers , Azure-openai-service , Microsoft , World-largest-industries , Nvidia , San-jose , Next-level , Inferencing-large-language-models , Deep-dive , Sustainable-cloud , Operational-challenges

5GFF and AWS Partner to Boost Multi-Access Edge Computing

5GFF and AWS Partner to Boost Multi-Access Edge Computing
miragenews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from miragenews.com Daily Mail and Mail on Sunday newspapers.

Canada , Jeremy-giese , Channa-seneviratne , Amazon-web-services , Verizon , Telstra , Service-apis , G-future-forum , Telecommunications-service-providers , America-movil , Cloud-service-providers-csps , Telstra-executive-for-technology-development

Hardware Security Module Market Will Record an Upsurge in Revenue during 2023-2028

Hardware Security Module Market Will Record an Upsurge in Revenue during 2023-2028
fai.informazione.it - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from fai.informazione.it Daily Mail and Mail on Sunday newspapers.

United-states , America , User-type-cloud-service-providers , Stratview-research , A-service , Premises-service , Type-hardware-application-services , Mode-of-service-type-cloud , Custom-research , Hardware-security-module-market , Product-type

AI Hype On Trial: Can Nvidia Q4 Earnings Deliver The Beat Wall Street Expects? - NVIDIA (NASDAQ:NVDA)

Wall Street unanimously anticipates another strong quarter, with analysts averaging $4.64 non-GAAP EPS and $20.62 billion in revenue, according to Benzinga Pro data.

China , Chinese , Chris-fasciano , Rosenblatt-hans-mosesmann , Morgan-stanley-moore , Nvidia-orin , Rick-schafer , Joseph-moore , Julian-emanuel , Nvidia-corp , Nvidia , Data-center

Seagate's Breakout HDD A Game Changer Against Western Digital (NASDAQ:STX)

Seagate's Breakout HDD A Game Changer Against Western Digital (NASDAQ:STX)
seekingalpha.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from seekingalpha.com Daily Mail and Mail on Sunday newspapers.

Japan , China , James-warwick , Seagate-exos , David-goeckeler , Nearline-hdds , Group-of-african , Nearline-data-center , Network-attached-storage , Western-digital , Toshiba , Information-network

Confluent: Revenge Of The Bulls, Reiterating Long-Term Buy (NASDAQ:CFLT)

Confluent: Revenge Of The Bulls, Reiterating Long-Term Buy (NASDAQ:CFLT)
seekingalpha.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from seekingalpha.com Daily Mail and Mail on Sunday newspapers.

Jay-kreps , Cloud-service-providers , Microsoft , Google , Linkedin , Arista-network , Archive-photos , Apache-kafka , Data-streaming-platform , Wall-street , Seeking-alpha , Performance-obligations

What's Going On With Nvidia Stock Friday? - NVIDIA (NASDAQ:NVDA)

Nvidia Corp (NVDA) will report Q4 results on Feb 21. Wedbush analyst expects strong performance and raised target price to $800. Recent earnings from CSPs show continued AI infrastructure spending. Super Micro Computer Inc also saw growth in backlog. Oppenheimer analyst projects revenue of $20.01B and EPS of $4.48. Nvidia has a broad AI ecosystem and strong margins, making it a top investment for AI growth.

China , Matt-bryson , Vivek-arya , Rick-schafer , Nvidia-corp , Us-department-of-commerce , Apple-inc , Nvidia , Cloud-service-providers , Original-design-manufacturers , High-bandwidth-memory , Original-equipment-manufacturers