“If you’re going to invest millions of dollars and pick a public cloud partner that you may use for the next 10 years or more, you want to pick the one that’s the strongest in the market, has the best ...

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 ...

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 ...

Amazon’s cloud business, Amazon Web Services, or AWS, reported revenue of $23.06 billion in the third quarter. This marked a 12.28% year-over-year gain and a 4.15% quarter-over-quarter increase.

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 ...

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 ...

The Google Cloud Next conference has always been a cornerstone event for the tech giant to unfurl its latest and greatest. This year was no exception, as Google, in the presence of over 12,000 ...

‘CIOs went into cloud with that cost-cutting mindset. They’re finding that not only are they not saving money, the sprawl and the expense on cloud is going through the roof,’ Kyndryl’s Global Cloud ...

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 ...