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 ...

Microsoft's Azure closes in on AWS, growing from half to three-quarters AWS's size in 5 years. Azure serves 53,000 AI customers, driving Microsoft's revenue and making it a strong AWS rival. Get our ...

Microsoft rides AI and cloud growth, Amazon leans on AWS and Prime, and Johnson & Johnson gains from strong pharma momentum ...

Microsoft beat both its revenue and earnings growth estimates as of Q3 FY23. Its "Azure and other cloud services" revenue grew at a rapid 27% YoY growth rate, which was faster than AWS at 16%.

CRN compares sales growth rate, cloud market share, total revenue, operating income and more from Microsoft, Google Cloud and AWS’ recent first-quarter 2024 earnings results. Combined, these three ...

Microsoft is taking an increasingly competitive stance against larger rival Amazon Web Services (AWS) in the cloud space, rolling out a new cloud service map comparing platform features. In a recent ...

KeyBanc analysts, led by four-star analyst Jackson Ader, believe that Wall Street is underestimating the amount that tech ...

The move comes as Microsoft officially launches its Windows Azure cloud computing platform as a pay service, prompting some industry watchers to see the AWS rate decrease as a signal of a price war ...

One of the big takeaways from Microsoft's (NASDAQ:MSFT), Amazon's (NASDAQ:AMZN) and Google's (NASDAQ:GOOGL) (NASDAQ:GOOG) recent earnings results is that Azure outperformed Amazon Web Services and ...

AWS and Hugging Face announced a partnership to offer large language models (LLMs) and generative AI models on AWS’ ML platform. The Hugging Face community can leverage AWS ML services and ...

Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. Kenneth Harris, a NASA veteran who worked on ...