A new UBS report says Amazon and Microsoft's massive pandemic-led cloud growth could be toppled by one weakness: a growing shortage of IT talent.

Big tech has invested heavily in AI startups. Some of those startups are spending that money on Big Tech cloud services. Is that real growth?

Feb 5 (Reuters) - The pressure is on Amazon.com to deliver on lofty expectations for cloud computing in its fourth-quarter results on Thursday, after Microsoft and Google's lackluster reports jolted ...

Google's Gemini 2.5 AI model now dominates industry benchmarks, posing a significant threat to AWS's cloud business and its future growth trajectory. AWS' reliance on Anthropic models is now a ...

The global cloud market has been growing exponentially since 2017, when its value was around $145 billion. By 2025, that ...

Amazon beat Wall Street’s overall expectations with $187.8 billion in net sales, up 10%, and came in well ahead on the bottom line, with earnings of $1.86 per share, vs. expectations of $1.48 for the ...

Amazon's cloud computing opportunity is significant, with AWS potentially regaining market share from Microsoft Azure and Google Cloud. The market values AMZN highly due to its dominance in the cloud ...

AI gets a lot of attention, but analysts say Microsoft Azure is disproportionately benefitting from migrations in its traditional cloud business Microsoft Corp. surprised Wall Street with strong ...

Tech cloud outages in 2025 caused from cybersecurity attacks, software issues and IT errors came via AWS, Microsoft Azure, ...

On October 20th of last year, a failure occurred at the data center of Amazon Web Services (AWS), ‘US-EAST-1’ region, located in northern Virginia, U.S. This disruption cascaded, affecting countless ...

Amazon and Microsoft are the biggest cloud computing companies by market share. Amazon is starting to see its cloud computing ...