You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. This week, Microsoft reported a pure revenue number for its most important business for the first time ...

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 ...

Here’s the Q4 2025 earning results comparison for cloud revenue, sales growth rates, operating income and parent company for AWS, Microsoft and Google Cloud. The financial earnings results are in for ...

Here’s a breakdown comparison of AWS, Google Cloud and Microsoft’s Q1 2026 cloud earnings, including total revenue, sales growth, operating income and global market share. The world’s three largest ...