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 ...

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 ...

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 ...

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 ...