ai in cloud

Microsoft and Amazon are entering 2026 with a cloud advantage that goes beyond raw infrastructure. The real story is not just who has the biggest data center footprint, but who controls the buying path, the partner ecosystem, and the enterprise workflows that turn cloud capacity into recurring...

Cloud revenue surged across the board in Q4 2025, but the big news wasn’t just higher numbers — it was the way AI demand reshaped market dynamics, pushed hyperscalers into aggressive capital spending, and produced a surprising narrative winner: Google Cloud. The latest earnings season confirmed...