Here are the global cloud market-share numbers for the third quarter of 2024, with AWS, Microsoft, Google Cloud, Alibaba and Oracle ranking in the top five. Amazon Web Services, Microsoft and ...

Here’s a breakdown of the global cloud market-share numbers for AWS, Alibaba, Google Cloud, Oracle and Microsoft for the second quarter of 2025, according to new market data. Microsoft’s global cloud ...

Nvidia's TAM is projected at $2 trillion, with a conservative market cap estimate of $8T in 10 years, presenting limited downside risk for long-term shareholders. A bear case assumes 50% market share ...

Assessing TAMs, market share, margins and multiples can help investors maintain a "big picture" view of Amazon's prospects. I do so across three of Amazon's main business lines, via a bear and bull ...