Last year, at the beginning of this AI revolution, Microsoft Azure was considered to be in the lead out of all the major cloud providers. There has even been speculation that Azure could eventually ...
Enterprises can now access DeepSeek-R1, a Chinese reasoning model, through cloud giants Microsoft Corporation (NASDAQ:MSFT) and Amazon.com, Inc.'s (NASDAQ:AMZN) Web Services, or AWS. What Happened: ...
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 ...
Flexera’s new 2023 State of the Cloud Report sheds light on hundreds of organizations’ cloud spending, adoption rates and more around AWS, Azure and GCP. Here are six interesting cloud results that ...
Artificial intelligence is currently running on a one-lane CapEx highway that is capacity-constrained. Hyperscaler cloud providers are the largest contributor to the momentum and as such, investors ...
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