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 ...

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 ...

The market is moving beyond the Big Three as enterprises seek more customized options for their industry, location, or ...

Amazon AWS layoffs in 2025 signal a strategic pivot to counter slowing growth and AI-driven competition, with AWS job cuts ...

ID management freedom not included A trade group of European cloud providers has claimed a small victory in bringing lower ...