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 ...

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

Microsoft (NASDAQ:MSFT) regained cloud momentum as Azure grew 34% in Q1outpacing both AWS and Google Clouddriven largely by non-AI migrations and tighter execution. Warning! GuruFocus has detected 2 ...

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 ...

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 ...

Amazon Web Services (AWS) and Microsoft Azure are two of the leading cloud computing providers in today's landscape. Both platforms offer a wide range of services, including fundamental computing 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.

Microsoft Azure's AI inference accelerator Maia 200 aims to outperform Google TPU v7 and AWS Inferentia with 10 Petaflops of FP4 compute power.