Microsoft's Azure has been the fastest grower of the big three cloud computing companies. Alphabet has a cost advantage with ...

Everyday investors have made clear that five members of the "Magnificent Seven" and an ultra-popular exchange-traded fund ...

Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...

With consensus revenue projections of $327 billion for fiscal 2026, Microsoft is well positioned to benefit as AI adoption ...

Cloudflare's shift from CDN to an AI inference platform offers enterprises lower costs and eliminates egress fees. Read why ...

Microsoft MSFT and Oracle ORCL have emerged as two dominant players capitalizing on the enterprise cloud and artificial intelligence revolution. Both companies are investing billions in AI ...

Deal adds enterprise generative AI-based enterprise search, permission-based RAG to employee service platform.

As enterprises modernize, the question is no longer whether to use SAP or non-SAP tools, but how to make them work together ...

Economic innovation in the AI age could stall without regulations that mandate access to data Google is remarkably good at guessing from users’ misspelled queries what they intended to type into its ...

According to research from Omdia, global spending on cloud infrastructure services reached $102.6 billion (€87.3bn) in Q3 ...

According to new research from Omdia, global spending on cloud infrastructure services reached $102.6 billion in Q3 2025, representing 25% year-on-year growth. Market momentum remained stable, marking ...