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 ...

AWS and Hugging Face announced a partnership to offer large language models (LLMs) and generative AI models on AWS’ ML platform. The Hugging Face community can leverage AWS ML services and ...

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.

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 ...

The Google Cloud Next conference has always been a cornerstone event for the tech giant to unfurl its latest and greatest. This year was no exception, as Google, in the presence of over 12,000 ...

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 1987, Nobel Prize-winning economist Bob Solow famously observed, “You can see the computer age everywhere but in the productivity statistics.” This proclamation became known as the productivity ...