Before Microsoft’s earnings, the analyst noted investor expectations for fiscal 2024 second-quarter Amazon Web Service (AWS) revenue growth was 18% y/y, vs. consensus of 17.3%, Jones said. Despite ...

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 ...

A Reuters report has brought cloud service providers Amazon’s (AMZN) AWS and Microsoft’s (MSFT) Azure in the spotlight for providing artificial intelligence (AI) services to China. The report cited ...

MSFT heads into Q2 earnings with Azure projecting 37% cc growth as AI partnerships, Ignite launches and new infrastructure ...

Cloud titans Amazon, Inc. (NASDAQ:AMZN), Microsoft Corp. (NASDAQ:MSFT) and Alphabet, Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) all reported fourth-quarter results this week, and the spotlight was on their ...

Amazon and Microsoft's Azure are the clear leaders in offering cloud services to enterprises, according to the results of a customer survey released by investment bank Cowen and Company. "For the ...

Microsoft Azure's AI inference accelerator Maia 200 aims to outperform Google TPU v7 and AWS Inferentia with 10 Petaflops of FP4 compute power.

Microsoft Azure enables AI adoption without costly system replacements. Multi-model infrastructure and frontier model access ...

Microsoft (MSFT) on Tuesday debuted a host of new AI features during its Build conference in Seattle, including OpenAI’s new GPT-4o, a trio of small language models, and Microsoft’s new Cobalt 100 CPU ...

Both Amazon and Microsoft’s widely-used cloud computing services appear to have suffered a major outage on Wednesday, causing problems with everything from airlines ...

Microsoft has launched its Maia 200 AI chip, aiming to rival Nvidia, Amazon, and Google. This new chip, built on TSMC's ...