Nebius Group N.V. NBIS and Amazon.com, Inc. AMZN are major players in the rapidly expanding AI cloud infrastructure market. Amazon, through its Amazon Web Services (“AWS”) division, remains the ...
The report also claimed AWS “gets a free ride on the downstream broadband networks that carry [it’] growing volumes of data, ...
“AWS is growing at a pace we haven’t seen since 2022, re-accelerating to 20.2% YoY,” Andy Jassy, the president and CEO of ...
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 ...
With AI boosting overall cloud demand, the perception that Amazon Web Services, or AWS, is losing market share to Microsoft ...
April 28, 2025: This article has been updated to reflect the availability of Llama 4 models in Amazon Bedrock. The availability of Llama 4 Scout and Llama 4 Maverick on AWS expand the already broad ...
Semiconductor stocks power the AI era, tested by trade tensions and rich valuations. NVIDIA leads, while STMicroelectronics eyes recovery.