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 ...

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

Google (GOOG) (GOOGL) and Microsoft (MSFT) are likely to benefit from “stable” and “healthy” cloud spending, UBS said. Read ...

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

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 ...

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

AWS Q3 revenue growth was the highest for the unit in nearly three years. ・Amazon's total revenue in Q3 and its forecast for ...

Microsoft's (MSFT) altered deal with OpenAI (OPENAI) paves the way for “more AI acceleration,” investment firm BNP Paribas ...

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

"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 ...

“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 ...