Analysts debate whether Microsoft's Azure can continue to outperform Amazon Web Services and Google Cloud. Read for more.

AI gets a lot of attention, but analysts say Microsoft Azure is disproportionately benefitting from migrations in its ...

AWS, Google Cloud and Microsoft Azure earnings for Q1 2025 for sales growth, revenue, global cloud market share and operating ...

Power and GPU scarcity continues to be center stage. Executives repeated the phrase “critical‑path” when discussing megawatt ...

Microsoft Corporation, Alphabet Inc Class A, Amazon.com Inc, Meta Platforms Inc. Read 's Market Analysis on Investing.com ...

While Amazon’s 3P business usually grows faster than 1P, both 1P and 3P retail businesses grew at a similar rate in 1Q’25.

The public cloud build-out remains in its early phases. AWS has taken the market by storm, with Azure trailing, but the two are seen as clear leaders. This is a rapidly evolving market and Microsoft ...

Microsoft Corporation, Oracle Corporation, Alphabet Inc Class A, Amazon.com Inc. Read 's Market Analysis on Investing.com ...

Compute economics: Google’s TPU “secret weapon” vs. OpenAI’s Nvidia tax The most ... This means OpenAI (via Microsoft Azure) pays a hefty premium — the “Nvidia tax” — for its ...