Microsoft reported that its flagship cloud computing business experienced a slowdown in growth amid constraints on data ...

Amazon Web Services is grappling with capacity constraints due to AI chip shortages, impacting growth despite strong demand.

The pressure is on Amazon.com to deliver on lofty expectations for cloud computing in its fourth-quarter results on Thursday, ...

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Despite the robust performance, Microsoft's shares are down by nearly 9% since the earnings release (at the time of this writing). Investors are disappointed with weaker-than-expected revenue guidance ...

By Mahesh Thiagarajan, Executive Vice President, Oracle Cloud Infrastructure Artificial intelligence (AI) is reshaping ...

Amazon Web Services is grappling with capacity constraints due to AI chip shortages, impacting growth despite strong demand. AWS reported a 19% sales increase but missed market expectations.

Meanwhile, the company expects the launch of its new Gemini 2.0 AI model to help drive growth as it moves closer to being a ...

Too many investors are looking right past a couple of obscured bullish details regarding the company's future.

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