The pressing question for any serious investor looking at long-term returns is this: Between Amazon Web Services (AWS) and Microsoft Azure, who has the structural advantage? We’re talking about the ...

Amazon shares surged more than 11% in early trading on Friday after strong growth at its cloud unit and a bullish sales ...

In case you weren’t sleeping last night, or connected through Microsoft’s online services, you might have experienced some ...

As BLZE pivots to enterprise storage, SNOW's scale and AI focus cement its lead in the booming cloud data market.

CRWV's rapid AI cloud expansion and billion-dollar deals with NVIDIA, OpenAI and Meta position it against MSFT in the fierce AI infrastructure race.

With AI boosting overall cloud demand, the perception that Amazon Web Services, or AWS, is losing market share to Microsoft ...

Google stock could pop when parent Alphabet reports Q3 earnings if the cloud business beats the buy side "bogey" number for ...

"When thing X happens, do thing Y" is how computers basically work, and it's about as much "AI" as it is a breakfast cereal. In fact, you'll note that incident analysis is the first thing that Amazon ...

AWS' outtage affects businesses, OpenAI's Atlas browser takes on Chrome and a great comparison of QuickBooks Desktop and ...

Amazon will report earnings after the closing bell on Thursday. Analysts want updates on AI progress, AWS, and retail margins ...

Amazon faces investor scrutiny as AWS lags rivals and tariffs hit commerce. Discover key catalysts ahead of earnings.

“Due to changes to Broadcom’s VMware Cloud Services Provider (VCSP) partner program, IBM is no longer permitted to sell VMware licenses to customers who do not have at least one active VMware Workload ...