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.
Alphabets Google unit has been investing heavily in its cloud offerings, trying to catch market leaders Amazon.com Inc. and Microsoft Corp. All three are investing heavily in what is a booming business.
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.