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

Perplexity has signed a three-year, $750 million deal with Microsoft to use Azure cloud services while maintaining AWS as its ...

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.

Before Microsoft’s earnings, the analyst noted investor expectations for fiscal 2024 second-quarter Amazon Web Service (AWS) revenue growth was 18% y/y, vs. consensus of 17.3%, Jones said. Despite ...

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 ...

Both Amazon and Microsoft’s widely-used cloud computing services appear to have suffered a major outage on Wednesday, causing problems with everything from airlines ...

Amazon and Microsoft's Azure are the clear leaders in offering cloud services to enterprises, according to the results of a customer survey released by investment bank Cowen and Company. "For the ...

Investors closely watch Amazon’s AWS growth and margin trajectory post-Microsoft’s cloud reset, seeking proof that AI demand can offset capex challenges and sustain steady growth in the face ...

‘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 ...