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 ...

As healthcare organizations continue to rely heavily on digital platforms to manage patient data, operational workflows, and ...

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 ...

A Reuters report has brought cloud service providers Amazon’s (AMZN) AWS and Microsoft’s (MSFT) Azure in the spotlight for providing artificial intelligence (AI) services to China. The report cited ...

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.

Amazon Web Services is still ahead in the cloud business, but its latest performance is leaving some investors on edge. In 2025, AWS remains the biggest piece of Amazon’s profit machine, yet the pace ...

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.

Amazon invests $50B in OpenAI and expands AWS deal to $138B. Analysis of stateful runtime, Frontier distribution, Azure ...

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 ...

In the ever-evolving landscape of technology, businesses are increasingly embracing cloud services to enhance agility, scalability, and overall operational efficiency. Cloud computing platforms such ...

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 ...