It's no secret that Amazon (NASDAQ: AMZN) has been losing market share in cloud infrastructure to Alphabet's (NASDAQ: GOOG) ...

Learn everything you need to know about two of the leading cloud-based infrastructure as a service providers, including how ...

Amazon set for AWS revenue acceleration as Azure slows—driven by AI workloads, ads strength, and leverage. Click here to read my earnings preview of AMZN stock.

Amazon.Com, Inc (NASDAQ:AMZN) Amazon Web Services (AWS) has long earned recognition as the leading cloud service provider. Still, Microsoft Corp (NASDAQ:MSFT) is rapidly narrowing the gap with its ...

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 ...

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 ...

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 ...

Perplexity AI has signed a $750 million deal with Microsoft to access a wider range of frontier models from OpenAI and xAI via Microsoft Foundry.

‘Building out world class storage services [at Azure],’ wrote Ahmed Shihab on LinkedIn regarding his new role at Microsoft. Amazon Web Services Vice President of AWS Infrastructure Hardware Ahmed ...