The FTC has escalated its antitrust investigation into Microsoft, issuing demands to competitors examining cloud licensing, AI bundling, and market dominance.
Amazon Web Services is the primary reason investors should own Amazon stock.
The AI infrastructure arms race has reached a staggering scale. Hyperscalers are collectively pouring approximately $700 ...
Cloud growth rates for Amazon, Microsoft, and Alphabet have reaccelerated in recent years, thanks to surging demand for AI. While each of the "Big Three" put up enviable growth in the calendar fourth ...
The top cloud market-share leaders AWS, Alibaba, Google, Huawei, IBM, Microsoft, Oracle and Salesforce rankings for Q4 2025 ...
Microsoft's $625B backlog and priority access to OpenAI and Anthropic make it the landlord of AI—buy the narrative dip.
Alphabet guides $180B capex as AI race heats up; Cloud growth, Gemini boosts ads, but FCF may dip. Read more macro analysis here.
The learning pathway, housed within the Google Developer Program, aims to equip developers with hands-on expertise in building and deploying AI agents using the Agent Development Kit.
This allows Google to fold one of the fastest-growing cloud security platforms into its stack, strengthening its position in ...
DigitalOcean has accelerated revenue growth, improved profitability, and resilience to AI-driven SaaS disruption. Read why ...
The European Commission on Tuesday approved, following thorough investigation, the acquisition by US company Google of the cloud security platform Wiz for 32 billion dollars. "Google ranks behind ...
The Commission on Tuesday cleared Google’s acquisition of cloud security firm Wiz, concluding the deal does not raise competition concerns. The transaction was announced by Google back in March 2025, ...