Artificial intelligence is currently running on a one-lane CapEx highway that is capacity-constrained. Hyperscaler cloud providers are the largest contributor to the momentum and as such, investors ...

There was a lot to love about Microsoft’s latest earnings report, but Azure was a standout, with revenue gaining 33% from the previous year. Core sequential dollar growth was particularly strong, UBS ...

One of the big takeaways from Microsoft's (NASDAQ:MSFT), Amazon's (NASDAQ:AMZN) and Google's (NASDAQ:GOOGL) (NASDAQ:GOOG) recent earnings results is that Azure outperformed Amazon Web Services and ...

Amazon is trying to position itself as an AI leader. Is it working? OpenAI is spending $38 billion over seven years to use ...

AI gets a lot of attention, but analysts say Microsoft Azure is disproportionately benefitting from migrations in its traditional cloud business Microsoft Corp. surprised Wall Street with strong ...

Amazon Web Services has been the dominant force in cloud computing for over a decade, driving Amazon’s (AMZN) financial success. AWS’s profits have fueled Amazon’s growth, especially when retail ...

Amazon operates the largest cloud computing business with AWS. Microsoft Azure, meanwhile, has been gaining market share. Alphabet's Google Cloud has hit a profitability inflection point. One of the ...

AWS partner Caylent launches a new, AI-powered cloud migration offering today aimed at driving customer workloads off VMware, Microsoft Azure and Google Cloud to AWS. Amazon Web Services all-star ...

Brookfield Asset Management's data center business signals a shift in the cloud market, building infrastructure beyond ...

AWS is taking a step towards simplifying multicloud operations with Google; it plans to add Azure to the mix next year. Amazon Web Services is looking to simplify the ways in which organizations can ...