Google Introduces Axion, Its Arm-Based, Home-Grown CPU [Forbes]
Datadog, Inc. - Class A (DDOG)
Last datadog, inc. - class a earnings: 2/13 04:10 pm
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Source: Forbes
For many in the industry, the question of GCP extending its practice of first party chip design was a matter of when, not if. Our founder and chief analyst Patrick Moorhead referred to it as the “Industry;s worst kept secret”. This announcement trails Microsoft's launch of its Cobalt CPU by a few months, and of course, both trail AWS by about six years. This announcement also comes about eighteen months after the CSP announced a strategic engagement with Arm-CPU vendor Ampere to deploy its chips across GCP data centers. Once again, it mirrors Microsoft Azure's evolution from x86 only to firmly embracing Arm. There is a lot to dig into regarding GCP's announcement. I'll provide more market context in the following sections and dig into Axiom. Finally, I'll offer thoughts on what this might mean for Ampere Computing and other Arm-silicon vendors serving the data center market. Arm in the cloud is big and getting bigger Arm-based CPUs have established a strong foothold in the clo
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DDOG
News
- Datadog jumps following impressive earnings from one of its biggest partners [Seeking Alpha]Seeking Alpha
- 2 No-Brainer Stocks to Buy Now With $200 and Hold Long Term [Yahoo! Finance]Yahoo! Finance
- Why Is Datadog (DDOG) Stock Rocketing Higher Today [Yahoo! Finance]Yahoo! Finance
- Datadog, Inc. (NASDAQ: DDOG) was upgraded by analysts at Wells Fargo & Company from an "equal weight" rating to an "overweight" rating. They now have a $150.00 price target on the stock, up previously from $130.00.MarketBeat
- Datadog (DDOG) Stock Sinks As Market Gains: Here's Why [Yahoo! Finance]Yahoo! Finance
DDOG
Earnings
- 2/13/24 - Beat
DDOG
Sec Filings
- 4/25/24 - Form 4
- 4/24/24 - Form 144
- 4/23/24 - Form 144
- DDOG's page on the SEC website