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Microsoft finally reveals a pure revenue number for its Azure cloud computing business. Here's how that compares with AWS.
Alphabet Inc.'s Google Cloud lands a $10B Meta deal, challenging AWS and Azure. Click for my updated look at GOOGL stock and ...
One of the big takeaways from Microsoft's (NASDAQ:MSFT), Amazon's (NASDAQ:AMZN) and Google's (NASDAQ:GOOGL) (NASDAQ:GOOG) recent earnings results is that Azure outperformed Amazon Web Services and ...
Triopoly Microsoft’s Azure constitutes one-third of the “big three” public cloud triopoly, nestled in second place somewhere between frontrunner AWS and Google.
Microsoft Azure vs. AWS vs. Google Cloud Cloud computing has become increasingly important to enterprise companies due to the massive wave of demand in generative AI, especially since the debut of ...
Alphabet’s Google Cloud registered revenue of $8.03 billion, reflecting a 27.96% YoY growth and a 7.7% sequential increase from the previous quarter’s $7.45 billion.
Microsoft (MSFT) said its Azure growth stemmed from cloud migration by large enterprises, as it's "the cloud of choice for customers' mission-critical VMware, SAP and Oracle workloads." ...
At Cloud Next, Google unveiled AI strategies to rival AWS and Azure. New offerings include custom silicon and updated Vertex AI. Google targets AI-centric enterprises.
AWS, Microsoft Azure and Google Cloud data on public cloud costs, monthly spending, VMs, discount programs and cloud adoption rates, according to Flexera’s new 2023 report.
In aggregate, Google Cloud, AWS and Microsoft accounted for 66 percent of the worldwide market. It is key to note that Microsoft does not provide to the public its Azure sales figures.
If you pin Azure’s FY ’22 numbers at $34 billion (the leaked figures) and model against Microsoft’s stated Azure growth rates, you can’t quite get to the implied $55 billion in FY ’23 ...
The Cloud business accounted for 14.33% of Amazon’s revenue in the fourth quarter, up from 12.94% from the year-ago quarter, but was lower than the previous quarter’s 16.16%. AWS fetched ...