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.
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 ...
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 ...
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 ...
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.
Last year, at the beginning of this AI revolution, Microsoft Azure was considered to be in the lead out of all the major cloud providers. There has even been speculation that Azure could eventually ...
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 ...
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 ...