As an analyst today I focus on data and analytics, and how data drives process integrity and analytics drive better decision making. As such, the data and apps in Oracles DaaS offering looks intriguing.
As more companies host their applications and services on Microsoft's Azure and other cloud providers, they are increasingly becoming the target of lawsuits from companies claiming patent infringement.
While data center demand is strong, industry growth could be tempered by external risks such as foreign currency exchange fluctuations, rising interest rates, merger and acquisition disruptions, and policy shifts.
Chief Executive Officer Satya Nadella is reformulating the company as a seller of internet-based corporate services for running applications, storing data, collaborating and enhancing worker productivity.
Intel reported 8 percent revenue growth to $4.67 billion in its data center unit, a slower increase than the companys target. Server sales were hurt by the shift of corporate computing to cloud outsourcing.