Capital expenditure and not new features could now become the clearest signal of cloud resilience, analysts say.

Investors closely watch Amazon’s AWS growth and margin trajectory post-Microsoft’s cloud reset, seeking proof that AI demand can offset capex challenges and sustain steady growth in the face ...

Microsoft delivered a strong Q2, beating top and bottom line estimates, yet the stock sold off on perceived Azure growth ...

The data center is being developed at Via dei Pioppi & Via Rimembranze, 27010 Bornasco, with works already underway. "Urban ...

Oracle is executing a transformation that leverages its database core while supplying data center infrastructure. Read what ...

Hybrid IT adoption further supports market growth, as organizations modernize legacy systems through phased cloud transitions ...

Microsoft launches Maia 200, promising faster AI without cutting ties to longtime chip suppliers or external hardware sources ...

Rising adoption of generative AI models from OpenAI and Anthropic directly affects the major cloud computing platforms.

PleoGram Pleo-Gram focuses on real-time energy analytics, automation, and performance monitoring. The platform enables ...

Microsoft shares slid more than 6% after hours despite a strong earnings beat as investors questioned the near-term return on the company's surging AI-driven capital spending.

Take a look at what Wall Street analysts are expecting to see from reports due from Meta , Microsoft and Tesla after ...