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.

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

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 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 ...

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 ...

‘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 ...

New cloud-native integrations give enterprises a clearer, unified view across multi-cloud environments At Perform, its ...

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.

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 signs a $750 million Microsoft Azure cloud deal, expanding AI model access while continuing its AWS partnership.