Amazon set for AWS revenue acceleration as Azure slows—driven by AI workloads, ads strength, and leverage. Click here to read ...
Cloud computing is powering AI innovation.
Before Microsoft’s earnings, the analyst noted investor expectations for fiscal 2024 second-quarter Amazon Web Service (AWS) revenue growth was 18% y/y, vs. consensus of 17.3%, Jones said. Despite ...
Cloud computing was already widely used, but got a boost from the growing adoption of artificial intelligence (AI). Because ...
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 and Microsoft's Azure are the clear leaders in offering cloud services to enterprises, according to the results of a customer survey released by investment bank Cowen and Company. "For the ...
Both Amazon and Microsoft’s widely-used cloud computing services appear to have suffered a major outage on Wednesday, causing problems with everything from airlines ...
It's no secret that Amazon (NASDAQ: AMZN) has been losing market share in cloud infrastructure to Alphabet's (NASDAQ: GOOG) (NASDAQ: GOOGL) Google Cloud and Microsoft (NASDAQ: MSFT) Azure for years ...