Enterprise spending on cloud infrastructure services rose by $10 billion year-over-year to $65 billion in Q2, Synergy Research says. Market leader Amazon's growth decelerated notably in Q2, while ...

Here’s a head-to-head comparison of AWS, Microsoft and Google Cloud’s recent financial earnings results for second-quarter 2024, including revenue, sales growth, cloud market share and operating ...

Microsoft's datacenter expansion highlights the global compute shortage, and Amazon's chart is flashing strength ahead of earnings.

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 ...

Last year, at the beginning of this AI revolution, Microsoft Azure was considered to be in the lead out of all the major cloud providers. There has even been speculation that Azure could eventually ...

Oracle (ORCL 3.00%) stock popped 36% in response to a massive increase in customer orders for Oracle's cloud services. Oracle forecasts that revenue from its Oracle C ...

In a report published Sunday, Deutsche Bank analyst Karl Keirstead took a closer look into Microsoft Corporation (NASDAQ: MSFT)'s Azure cloud infrastructure and Amazon.com, Inc. (NASDAQ: AMZN)'s ...

Recently leaked court documents during Microsoft Corp.’s ActivisionBlizzard hearing require us to revisit our cloud forecasts and market share data. The poorly redacted docs, which have since been ...

AWS Outposts, Microsoft Azure Arc, and Google Cloud Anthos each offers its own approach to managing hybrid and multicloud environments. Here’s how they compare on cost, security, and management. The ...

CRN provides a head-to-head comparison of AWS, Google Cloud and Microsoft’s cloud revenue, sales growth, market share and more based off recent Q3 2023 earnings results. Some highlights include Google ...