Here’s a breakdown of the global cloud market-share numbers for AWS, Alibaba, Google Cloud, Oracle and Microsoft for the second quarter of 2025, according to new market data. Microsoft’s global cloud ...
Nvidia's TAM is projected at $2 trillion, with a conservative market cap estimate of $8T in 10 years, presenting limited downside risk for long-term shareholders. A bear case assumes 50% market share ...
Here’s new global cloud market share figures for the top five leaders for Q4 2024—including AWS, Alibaba, IBM, Google Cloud and Microsoft—as the worldwide market topped $90 billion during the quarter.
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