A niche in high-performance computing gives Oracle a cost advantage.

CoreWeave has built a compelling AI cloud product despite the stiff competition in the space.

Cloud computing continues experiencing explosive growth as artificial intelligence drives unprecedented infrastructure demand ...

Oracle Corporation delivered blow-out Q1 2026 results, driven by strong Cloud and AI momentum, resulting in a 36% stock surge. Despite being a second-tier Cloud player, Oracle's double-digit growth ...

Google parent AlphabetGOOGL is leveraging Google's artificial intelligence prowess in models, chips, agents and data security to grow its cloud computing business, the chief executive of its cloud ...

Frost & Sullivan's report found that Baidu and Huawei topped the "GPU cloud market" in China, but only considered those ...

Amazon.com Inc.’s cloud-computing business has helped propel its shares for almost two decades, but increasing pressure from rivals like Microsoft Corp. and Oracle Corp. is sapping some of the stock’s ...

Microsoft's recent cloud-computing performance reflects that the company has been picking up market share at the expense of hyperscale rivals, according to Cantor Fitzgerald analyst Thomas Blakey.

Amazon is downgraded to Hold due to rising risks in the cloud computing market despite strong recent financials. Cloud segment growth has been fueled by past excess demand, but new capacity and ...

Billionaire Peter Thiel, best known for co-founding Palantir Technologies, runs the hedge fund Thiel Macro. He sold his stake ...

Key opportunities in the Global Data Center UPS Market stem from the rising demand for reliable power protection driven by ...