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 ...

From Gemini Pro injected into BigQuery to new cross-cloud capabilities for AWS and Azure, here are five big launches from Google Cloud this month that partners, developers and customers should know.

Google Cloud is the only hyper-scaler out of the “big three” that gained market share in 2024, and leads in custom silicon. Statistics reveal that for every 1 Nvidia GPU deployed, Google deployed 9 ...

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 ...

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 ...

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 ...

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 ...

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 ...