We have a meaningfully larger business in the AWS segment than others,” CEO Andy Jassy said during the company’s Q2 2025 ...

Amazon.com, Inc.'s post-earnings dip is an overreaction. AWS remains a leader with $10B profits and 30% market share. Click ...

AWS didn’t see the same growth acceleration as its cloud rivals, raising questions about the returns on Amazon’s high AI ...

Overview: IBM follows a clear roadmap aiming for 100,000 qubits and fosters an open-access quantum development ...

We believe Amazon is financially sound. Revenue is growing rapidly, margins are expanding, the company has unrivaled scale, and the balance sheet is in great shape. In our view, the marketplace will ...

The CMA determined that "competition is not working well" and has shared recommendations to solve the situation. An independent CMA panel found the cloud services market to be “highly concentrated,” ...

On an earnings conference call, analysts asked tough questions about cloud growth and AI rivals. Jassy's answers didn't quell ...

Microsoft finally reveals a pure revenue number for its Azure cloud computing business. Here's how that compares with AWS.

Microsoft significantly exceeded earnings expectations for the June quarter and disclosed its standalone annual Azure revenue ...

We believe Microsoft enjoys a position of excellent financial strength arising from its strong balance sheet, growing revenue, and high and expanding margins. As of June 2025, Microsoft had $95 ...

Research shows profound differences between ChatGPT and Google's AI Overviews, suggests different approach to content to rank ...

Both CoreWeave CRWV and Amazon AMZN, through the Amazon Web Services platform, provide cloud infrastructure tailored for AI ...