The AI race is on as the cloud titans jostle for dominance. Who will win? Who will wilt? We check the leaderboard as they ...

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 ...

Despite Amazon (AMZN) underperforming Microsoft (MSFT) last year, their share performance has diverged since November 2025, when Amazon started to outperform Microsoft, as can be seen below. The ...

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 ...

AT&T is tightening its ties with hyperscale cloud partners as it readies its network for the AI era – embedding last-mile fiber and 5G directly into AWS ...