Amazon set for AWS revenue acceleration as Azure slows—driven by AI workloads, ads strength, and leverage. Click here to read my earnings preview of AMZN stock.
Amazon Web Services generated $35.58 billion in revenue, according to a statement. Analysts polled by StreetAccount had expected $34.93 billion. AWS represented about 17% of Amazon's total revenue for ...
At Perform, its flagship annual user conference, Dynatrace (NYSE: DT), the leading AI-powered observability platform, ...
The business model tension is embedded in the usage curve. Google’s stock is on a tear and social media is ripping forecasts by talking heads such as Brad Gerstner from six months ago pointing to the ...
A misconfiguration in Microsoft-managed storage accounts triggered cascading failures across virtual machine operations, managed identities, and developer workflows.
The addition of durable execution to the popular serverless compute service is a big step forward, but beware the lock-in ...
AWS' custom chip strategy should aid cloud reacceleration, which investors see as key to getting the stock back on track.
Amazon's quarterly results are out today, with all eyes on its cloud business, AWS. Following Microsoft's Azure growth concerns, investors seek positive signs for Amazon's stock, which has lagged ...
Rising adoption of generative AI models from OpenAI and Anthropic directly affects the major cloud computing platforms.
US telecoms firm AT&T is partnering with Amazon’s cloud and satellite units. The former will move more workloads to the cloud ...