A niche in high-performance computing gives Oracle a cost advantage.
Microsoft's stock saw its biggest daily decline since 2020 on Thursday after investors were dismayed by its cloud computing ...
CoreWeave has built a compelling AI cloud product despite the stiff competition in the space.
Since Amazon (NASDAQ: AMZN) launched Amazon Web Services, or AWS, in the early 2000s, tech companies have been jockeying for cloud computing market share. But over the past year, for the stocks of ...
Cloud computing is increasingly gaining market traction as it reduces the operating costs of maintaining on-site data centers and deploying IT experts to manage the infrastructure, making it a highly ...
Microsoft's recent cloud-computing performance reflects that the company has been picking up market share at the expense of hyperscale rivals, according to Cantor Fitzgerald analyst Thomas Blakey.
Oracle Corporation delivered blow-out Q1 2026 results, driven by strong Cloud and AI momentum, resulting in a 36% stock surge. Despite being a second-tier Cloud player, Oracle's double-digit growth ...
Amazon.com Inc.’s cloud-computing business has helped propel its shares for almost two decades, but increasing pressure from rivals like Microsoft Corp. and Oracle Corp. is sapping some of the stock’s ...
OpenAI is spending $38 billion over seven years to use Amazon's cloud. The two companies may have another deal in the works, with Amazon potentially making a $10 billion investment in OpenAI. Amazon ...
Frost & Sullivan's report found that Baidu and Huawei topped the "GPU cloud market" in China, but only considered those ...