IBM's $11B Confluent acquisition completes its hybrid cloud stack, with Kafka streaming joining Red Hat and HashiCorp for ...
Amazon has gone essentially nowhere YoY as investors fixate on a $125B AI CAPEX "problem," despite re‑accelerating AWS, ...
Morgan Stanley recently projected a US power shortfall through 2028, totaling 45 gigawatts (20% of total data center demand), ...
Q4 2025 Earnings Call December 10, 2025 5:00 PM ESTCompany ParticipantsTushar JainSassine Ghazi - CEO, President & ...
IBM said Monday it's buying data streaming platform Confluent in a deal worth $11 billion that will help bolster the ...
Understand the critical differences between edge gateways and historians to make informed decisions about collecting, ...
Us today are Sassine Ghazi, President and CEO of Synopsys, Inc. and Shelagh Glaser, CFO. Tushar Jain: Before we begin, I'd ...
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