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 ...

AWS faces growth and market share challenges as Azure and Google Cloud recently outpaced them in revenue growth. Despite AWS's margin decline and AI innovation concerns, their operating margins remain ...

We’re past the point of asking if the cloud market is a good bet for investors. The sheer amount of revenue it generates has settled that discussion. The pressing question for any serious investor ...

AWS estimates half of the workloads Microsoft enterprise customers run on Azure would migrate away from the Windows giant's cloud if only the licensing costs of doing so were not prohibitively high ...

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 ...

BofA’s Justin Post sees AWS growing 19%-20% in Q4 as Azure faces go-to-market challenges. Post maintains a Buy on Amazon, citing strong AI-driven cloud demand and an attractive risk-reward setup. The ...

Enterprises must ensure they don’t end up subservient to just one cloud provider by focusing on needs before ecosystem As we close out another AWS Re:Invent conference, it’s become apparent that we ...

Editor's note: This story has been updated to include a statement from Amazon Web Services. "AWS is operating normally and this reporting is incorrect. The only resource on the internet that provides ...

Microsoft announced general availability of a cloud-to-cloud migration tool for users adopting its Azure platform. Azure Storage Mover is designed for Amazon Web Services (AWS) customers who want to ...

Microsoft's Azure platform and other company services are experiencing an outage that started around 12:00 p.m. Eastern time on Thursday. The company reported that the outage was triggered by "an ...

In case you weren’t sleeping last night, or connected through Microsoft’s online services, you might have experienced some unintended downtime. A Microsoft Azure outage caused a number of Microsoft ...