In this piece, I am evaluating two data center stocks: Super Micro Computer (SMCI) and IBM (IBM). A closer look leads me to establish a bearish view for Super Micro Computer and a neutral view for ...
John Hawkins from IBM talks to DCD's Kat Sullivan about data center strategy, the impact of AI on cloud and hybrid, and the potential deployment of quantum computing.
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announced a collaboration that will put Intel's Gaudi 3 chips inside IBM's cloud data centers. IBM will be the first cloud service provider to adopt Gaudi 3 when the collaboration bears fruit in 2025.