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 ...
Forbes contributors publish independent expert analyses and insights. Sanjit Singh Dang is a California-based contributor who covers AI. I recently wrote about the widespread AWS outage. Little did I ...
Microsoft is reportedly preparing a legal challenge against Amazon and its AI partner OpenAI over a multibillion-dollar cloud ...
Here’s a head-to-head comparison of AWS, Microsoft and Google Cloud’s recent financial earnings results for second-quarter 2024, including revenue, sales growth, cloud market share and operating ...
Shortly after rumors of a tiff with AWS, Broadcom has strengthened its VMware ties with rival cloud giant Microsoft Azure, with the companies yesterday announcing plans to support VMware Cloud ...
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 ...
A Reuters report has brought cloud service providers Amazon’s (AMZN) AWS and Microsoft’s (MSFT) Azure in the spotlight for providing artificial intelligence (AI) services to China. The report cited ...
BofA’s Justin Post sees AWS growing 19%-20% in Q4 as Azure faces go-to-market challenges. Post maintains a Buy on Amazon, citing strong AI-driven cloud demand and an attractive risk-reward setup. The ...
Microsoft announced general availability of a cloud-to-cloud migration tool for users adopting its Azure platform. Azure Storage Mover is designed for Amazon Web Services (AWS) customers who want to ...
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 ...
On March 2, two Amazon Web Services (AWS) data centres in the United Arab Emirates and one in Bahrain were struck by drones, hitting local banking apps, airport operations in Dubai and Kuwait, and the ...