While the Top 4 US-based cloud service providers (SPs)—Amazon, Google, Meta, and Microsoft—will account for nearly half of global data center capex in 2025, select Tier 2 cloud SPs are poised to ...
According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, we raised our ...
Rosenblatt Securities reiterated a Buy rating on shares of Navitas Semiconductor (NASDAQ: NVTS), with a steady price target of $5.00. The firm's analysts highlighted the expansion of Dell's use of ...