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 ...

Editor's note: This story has been updated to include a statement from Amazon Web Services. "AWS is operating normally and this reporting is incorrect. The only resource on the internet that provides ...

AWS faces growth and market share challenges as Azure and Google Cloud recently outpaced them in revenue growth. Despite AWS's margin decline and AI innovation concerns, their operating margins remain ...

Microsoft Azure experienced a global outage on October 29. Microsoft customer-facing services were affected. Recovery came later that same day, but some problems linger. Last week, Amazon Web Services ...

Google Cloud is the only hyper-scaler out of the “big three” that gained market share in 2024, and leads in custom silicon. Statistics reveal that for every 1 Nvidia GPU deployed, Google deployed 9 ...

AT&T is tightening its ties with hyperscale cloud partners as it readies its network for the AI era – embedding last-mile ...

We’re past the point of asking if the cloud market is a good bet for investors. The sheer amount of revenue it generates has settled that discussion. The pressing question for any serious investor ...