Tag Archives: amzn

HP "Moonshot" Servers Seen Gaining Data Center Share

Hewlett-Packard’s (HPQ) “Moonshot” server technology is gaining traction in the “hyperscale” data-center market as Internet companies ramp up spending on cloud-computing infrastructure, says Morgan Stanley in a research report. Google (GOOGL), Facebook (FB), Amazon.com (AMZN), Tencent and Baidu (BIDU) are among companies building their own data centers, packed with flexible servers designed to scale up in volume as computing needs grow. Dell is

Cloud infrastructure business seen as three-horse race

The battle to control the infrastructure for cloud computing is coming down to market leader Amazon.com (AMZN) and competitors Google (GOOG) and Microsoft (MSFT) a report by Bernstein Research says. Amazon is top dog in the infrastructure-as-a-service (IaaS) market, with estimated 2013 revenue of more than $3 billion from its Amazon Web Services (AWS) business, Bernstein analyst Carlos Kirjner said in a report published Friday. AWS revenue jumped 85% in 2013, he said. In contrast to Amazon’s $3 abillion, Google’s competing Google Compute Engine likely generated $100 million or less in 2013, said Kirjner. And Microsoft probably took in a few hundred million dollars in 2013 IaaS revenue as part of its Azure business, he added. IaaS lets companies and government agencies access computing resources over the Internet on a pay-as-you-go basis. “We believe the number of players who can compete at scale with AWS (i.e., beyond specialized niches) can…

Game Developer Stocks Fall On Amazon Report

Shares of game developers Electronic Arts (EA) and Take-Two Interactive Software (TTWO) fell in the stock market today following a Reuters story picked up by the New York Post late Tuesday that said Amazon.com (AMZN) is courting game developers for its Fire TV set-top box. Electronic Arts fell 2%, to 28.11, while Take-Two tumbled nearly 4%, to 20.35. Amazon stock rose 1.5%. Electronic Arts, however, was up more than 2% in after-hours trading