AWS leads in market share, but its total revenue exposure and operating margin has been declining, signaling Azure and Google Cloud's catching up. Azure surpasses AWS in both revenue growth and market ...
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 ...
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 Azure will also join the service in 2026. It's the latest hyperscaler move to ease interoperability.
Cloud titans Amazon, Inc. (NASDAQ:AMZN), Microsoft Corp. (NASDAQ:MSFT) and Alphabet, Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) all reported fourth-quarter results this week, and the spotlight was on their ...
Amazon Web Services (AWS) and Azure have fallen under scrutiny for recent widespread outages by the European Union (EU) as the body launches an investigation under the Digital Markets Act (DMA). The ...
In his first interview since joining from Accenture, Google Cloud's new Chief Product and Business Officer argues that ...