hyperscaler

If we are ever going to know what affect the coronavirus pandemic has had on the IT sector, we have to keep track of what was going on before the outbreak started to hit us hard in the first quarter of 2020. …

Server consumption is a pretty good proxy for how enterprises of all shapes and sizes feel about their particular business. …

It had to happen sooner or later, and really, the wonder is that it hasn’t already happened, given the nature of the infrastructure buildouts at hyperscalers and cloud builders, the skittishness of enterprises due to the trade war between the United States and China, the uncertainty in Europe over the British exit, and general concern with macroeconomic issues because it has now been almost twelve years since the last recession. …