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 ...

Microsoft is questioning whether OpenAI’s recent partnership with AWS conflicts with the existing Azure exclusivity ...

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 ...

Microsoft is weighing legal action against OpenAI and Amazon over a proposed $50 billion partnership that could potentially ...

Microsoft has weighed legal action against OpenAI over a $50 billion Amazon cloud deal it believes violates its exclusive ...

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 ...

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 ...

We’re past the point of asking if the cloud market is a good bet for investors. The sheer amount of revenue it generates has settled that discussion. The pressing question for any serious investor ...

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 ...