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The rise of artificial-intelligence agents, which can make decisions and take action, could give a boost to the biggest cloud-computing providers this earnings season, including Alphabet. Ted ...
Discover how Microsoft's Intelligent Cloud and Azure lead in AI innovation. Learn about growth trends, market positioning & ...
With its 3-star rating, we believe Microsoft’s stock is fairly valued compared with our long-term fair value estimate of $505, which implies a fiscal 2025 enterprise value/sales multiple of 13 times ...
Analysts tracked by FactSet expect Alphabet to generate $13.1 billion in Google Cloud revenue, which would be up 26.8% from a year earlier. However, Morningstar analyst Malik Ahmed Khan expects growth ...
Beyond the well-known benefits of flexibility and cost efficiency, composable architecture offers additional advantages that ...
Nebius' main advantage over hyperscalers like AWS is its simplicity, flexibility, and competitive GPU pricing without ...
Migrating critical applications and enterprise workloads to the cloud can yield numerous cost and efficiency benefits for ...
Updated: Pay-as-you-go model, privacy protections agreed – but critics say it just buys 'Microsoft more time to lock in customers' ...
The move gives CISPE members more control over pricing and the ability to privately host customers. But some say it doesn’t go far enough to address competition issues in the European cloud market.
Microsoft has signed an agreement with cloud trade body CISPE to secure more agreeable pricing on the software giant’s cloud ...
Comment: With watchdog set to publish report into health of market next month, will it hold AWS and Microsoft's feet to the ...
In a major win for European cloud providers, CISPE members can now offer Microsoft software under a pay-as-you-go model via Microsoft CSP-Hoster Program, with licensing costs set to be more closely ...
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