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4 Cloud Computing Stocks to Watch as Markets Hit Record High on a Trot
ZACKS· 2025-09-12 22:35
An updated edition of the July 28, 2025 article.Cloud computing has generated significant buzz across the business ecosystem, enabling firms to drive innovation and digital transformation. Leveraging virtualization technology, it has enabled users to access and store data over the Internet without managing their physical servers and intricate IT infrastructure, leading to widespread adoption at minimal operating costs. This on-demand access to computing resources as services over the Internet (“the cloud” p ...
Cloud Computing Stocks in Vogue: 4 Picks to Swim With the Tide
ZACKS· 2025-07-28 23:06
云计算行业概述 - 云计算通过虚拟化技术推动企业数字化转型,提供按需计算资源访问,降低IT基础设施成本[2] - 行业主要优势包括消除硬件固定资本支出、按使用量付费模式、高安全性网络及数据备份设施[4] - 全球云计算市场规模预计从2024年7524亿美元增长至2030年23902亿美元,年复合增长率20.4%[6] 云计算服务分类 - 四大服务类别:基础设施即服务(IaaS)、平台即服务(PaaS)、无服务器计算及软件即服务(SaaS)[5] - 云计算为人工智能和机器学习工作负载提供基础设施支持,并构建大数据管理平台[5] 重点公司分析 微软(MSFT) - Azure云平台覆盖全球60+区域,提供虚拟机、数据库等IaaS/PaaS服务及AI集成方案[9][10][11] - 重点发展AI驱动云服务,整合Azure OpenAI、Copilot等工具提升应用管理效率[12] 亚马逊(AMZN) - AWS占据IaaS市场主导地位,运营200+种云服务,客户涵盖初创企业至政府机构[13][14] - 持续扩展AI/ML能力,优化全球基础设施以实现低延迟和高可用性[15] IBM(IBM) - 通过收购Red Hat强化混合云解决方案,OpenShift平台助力企业数字化改造[16][17] - HashiCorp并购增强多云管理能力,软件与咨询业务受益于AI和混合云需求[18] Arista Networks(ANET) - 核心产品Extensible OS支持微软System Center等主流云管理框架[19] - CloudEOS Edge系列提供跨数据中心/园区的统一软件栈及认知Wi-Fi解决方案[20][21][22]
4 Cloud Computing Stocks to Watch Amid AI Proliferation
ZACKS· 2025-03-05 23:45
With the rapid evolution of computing technology, bulky office computers have given way to sleek desktops and ultra-thin laptops. Courtesy of this digital progression, massive data centers have largely been replaced by cloud storage. Wondering whether data is at all floating in the sky? Enter the concept of cloud computing that allows users to access and store data over the Internet (“the cloud” per se) without managing their own physical servers and intricate IT infrastructure. Cloud computing refers to t ...