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Microsoft's Intelligent Cloud Expands Rapidly: Can the Upside Persist?
Microsoft's MSFT Intelligent Cloud is powering ahead at an impressive pace. In the fourth quarter of fiscal 2025, the segment ...
“Previously, Azure Container Storage on local NVMe had three performance modes that could consume 12.5%, 25%, or 50% of your ...
Cloud market share in Q2 2025 shows AWS on top, with Azure and Google Cloud rising, and Oracle and Alibaba expanding their global reach.
AWS Outposts, Microsoft Azure Arc, and Google Cloud Anthos each offers its own approach to managing hybrid and multicloud ...
Microsoft Corporation's solid Azure growth, AI integrations, and exclusive partnerships make its stock a promising investment opportunity. Click for my MSFT update.
Recently leaked court documents during Microsoft Corp.’s ActivisionBlizzard hearing require us to revisit our cloud forecasts and market share data. The poorly redacted docs, which have since been ...
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 ...
Oracle has signed what may be the largest-ever cloud contract with OpenAI. How could that shake up the cloud and genAI ...
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