Microsoft Azure revenues might be lagging Amazon Web Services (AWS), but according to a new survey by enterprise IT management firm Flexera, adoption of Azure's cloud-computing options may now have ...

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 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 ...

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 ...

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 ...

Microsoft said Monday that its Azure datacenters are engineered to support NVIDIA's newly launched Rubin platform, as cloud ...