Microsoft's datacenter expansion highlights the global compute shortage, and Amazon's chart is flashing strength ahead of earnings.

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 ...

Amazon Web Services has been a game changer for the company, providing a diverse range of cloud computing solutions to businesses worldwide. As of 2023, AWS holds a significant market share in the ...

As part of the AWS Global Startup Program, Deepgram offers AWS Marketplace sellers real-time, scalable, and accurate voice ...

Microsoft beat both its revenue and earnings growth estimates as of Q3 FY23. Its "Azure and other cloud services" revenue grew at a rapid 27% YoY growth rate, which was faster than AWS at 16%.

A Reuters report has brought cloud service providers Amazon’s (AMZN) AWS and Microsoft’s (MSFT) Azure in the spotlight for providing artificial intelligence (AI) services to China. The report cited ...

Microsoft is taking an increasingly competitive stance against larger rival Amazon Web Services (AWS) in the cloud space, rolling out a new cloud service map comparing platform features. In a recent ...

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 ...

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 ...

The move comes as Microsoft officially launches its Windows Azure cloud computing platform as a pay service, prompting some industry watchers to see the AWS rate decrease as a signal of a price war ...

An improperly redacted document reportedly showed $34 billion in Microsoft Azure cloud server business revenue for the 2022 fiscal year. An unredacted Microsoft document reportedly revealed that the ...