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1 天
Microsoft Must Scale Its Data Centers Or Face Slower Growth
Despite lower-than-expected Azure growth, Microsoft's AI and cloud services remain robust. Check out my recommendation for ...
1 天
Amazon's cloud business faces crucial test after rivals Microsoft, Google stumble
The pressure is on Amazon.com to deliver on lofty expectations for cloud computing in its fourth-quarter results on Thursday, ...
16 小时
Amazon Cloud Needs to Deliver After Microsoft, Alphabet Misses
Amazon.com Inc. shares have largely climbed on the back of two trends: strength in its cloud business and a focus on costs.
9 小时
The Cloud Underdog? Why Oracle's 3% Market Share Signals A Strong Upside
Despite high debt, Oracle's fair valuation relative to Amazon and Microsoft, along with strong RPO growth, reinforces its ...
6 天
on MSN
Microsoft brings a DeepSeek model to its cloud
Microsoft has brought one of DeepSeek's models to its cloud, and says that 'distilled' versions of the model will come to ...
Zacks.com on MSN
3 天
Microsoft Cloud Hits Capacity Wall: Buy, Sell or Hold MSFT Stock?
MSFT's cloud growth hits the capacity wall despite strong AI momentum. Investors can hold existing positions or wait for a ...
3 小时
Amazon, Echoing Microsoft, Says It Can’t Keep Up With AI Demand
Amazon.com Inc. warned investors that it could face capacity constraints in its cloud computing division despite plans to ...
Computer Weekly
1 天
Digging into the CMA’s provisional take on AWS and Microsoft’s hold on UK cloud market
Amazon Web Services (AWS) and Microsoft have not taken kindly to the Competition and Markets Authority’s (CMA) provisional ...
3 天
Alibaba offers DeepSeek on cloud service after Microsoft, Amazon and Huawei
Alibaba Group Holding's cloud-computing services unit on Monday made available DeepSeek's artificial intelligence (AI) models ...
17 小时
Microsoft Sees Cloud Business Further Slows Down Despite Hefty AI Spending
TMTPOST -- Microsoft Corporation expects its cloud business will further slow down in spite of hefty artificial intelligence (AI) bills following a quarter that saw huge spending failed to accelerated ...
Datacenter Dynamics
6 天
Financial services company Euroclear signs seven year cloud deal with Microsoft
Belgium financial services company Euroclear has signed a seven-year cloud deal with Microsoft. Euroclear will use ...
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