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 invests $50B in OpenAI and expands AWS deal to $138B. Analysis of stateful runtime, Frontier distribution, Azure ...

AUSTIN, Texas, Oct. 17, 2024 — Liftr Insights, a pioneer in market intelligence driven by unique data, demonstrated how much further ahead Azure is compared to other major providers for certain ...

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 ...

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 ...

AT&T is tightening its ties with hyperscale cloud partners as it readies its network for the AI era – embedding last-mile fiber and 5G directly into AWS ...

Amazon’s cloud business, Amazon Web Services, or AWS, reported revenue of $23.06 billion in the third quarter. This marked a 12.28% year-over-year gain and a 4.15% quarter-over-quarter increase.

From Gemini Pro injected into BigQuery to new cross-cloud capabilities for AWS and Azure, here are five big launches from Google Cloud this month that partners, developers and customers should know.