Ottawa’s recent disclosure that the federal government has spent nearly $1.3 billion on cloud services from U.S. providers since 2021 — with more than a billion of that directed to Microsoft and portions of that budget underpinning what the Department of National Defence calls “mission‑critical”...
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Hitachi Solutions Europe’s Proof of Concept (PoC) that let Microsoft applications — including Power Platform, Dynamics 365 and Microsoft Copilot — operate on live, sensitive case data stored in Amazon Web Services (AWS) without copying or moving that data represents a practical leap for secure...
Amazon’s cloud business is no longer the unambiguous growth engine it once was; recent quarters have exposed a gap between scale and momentum that has competitors seizing narrative advantage and enterprise mindshare.
Background: the claim that started this debate
The Analytics Insight piece...
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The five technology companies that now steer global digital transformation—Amazon, Google (Alphabet), Microsoft, Apple, and IBM—are not merely the biggest names on the cap table; they are the engines that power cloud infrastructure, enterprise AI, consumer-device ecosystems, and the earliest...
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Amazon Web Services (AWS) has once again demonstrated why it remains a powerhouse in the artificial intelligence (AI) cloud sector, beating out rivals in profit growth and cementing its dominance over competitors such as Microsoft Azure and Google Cloud. Even with a seemingly modest 17%...
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Amazon's recent financial disclosures have sent ripples through the tech industry, particularly concerning the performance of its cloud computing division, Amazon Web Services (AWS). Despite AWS's longstanding dominance in the cloud market, its latest growth figures have raised questions about...
The gravitational pull of the public cloud market is intensifying, with Microsoft Azure, Amazon Web Services (AWS), and Google Cloud Platform (GCP) all posting impressive year-over-year revenue gains in their latest earnings reports. Yet beneath these headline numbers lies a surprising and...
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Amazon’s latest quarterly earnings report sent a tremor through the equity markets, sending shares tumbling 7 percent in a day—an outsize reaction powered less by the e-commerce giant’s core business performance and more by clouds—specifically, the state of its cloud computing division. Despite...
Amazon Web Services (AWS) notched respectable gains in its most recent quarter, beating most Wall Street expectations for revenue totals. Yet in the hyper-competitive world of cloud computing, “respectable” can quickly start to look lackluster—especially when rivals like Microsoft and Google...
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In recent years, Amazon Web Services (AWS) has been synonymous with unassailable dominance in the cloud sector. Its trajectory set the benchmark for how tech giants should scale and monetize infrastructure, and it paved the way for Amazon to become one of the world's most valuable companies. Yet...
The relentless evolution of cloud computing has shaped the past decade’s digital economy, enshrining Amazon Web Services (AWS) as the unchallenged titan of the sector. By early 2025, however, a pivotal shift is upending the AWS narrative. Its growth, once thought unassailable, has stumbled in...
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The UK’s cloud computing sector stands at a critical juncture, as a landmark investigation by the Competition and Markets Authority (CMA) concludes that dominant players Amazon Web Services (AWS) and Microsoft are harming competition. The findings mark an inflection point not only for British...
The global cloud computing landscape is experiencing transformative growth, and artificial intelligence is at the very heart of this revolution. Nowhere is this more evident than among the world’s “Big Three” cloud providers—Microsoft, Amazon Web Services (AWS), and Google Cloud—each leveraging...
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The United Kingdom’s Competition and Markets Authority (CMA) has dramatically intensified its focus on Amazon Web Services (AWS) and Microsoft Azure, the powerhouses of the cloud computing sector. This heightened scrutiny signals a pivotal moment not only for the British digital infrastructure...
The recent findings of the UK’s Competition and Markets Authority (CMA) into the cloud computing sector have ignited a fierce debate over the health of competition in one of the technology industry’s most vital arenas. At the center of this scrutiny are two global superpowers: Amazon Web...
The United Kingdom's Competition and Markets Authority (CMA) has raised significant concerns regarding the competitive dynamics within the cloud computing sector, particularly focusing on the dominant positions held by Microsoft and Amazon. This scrutiny underscores the critical role cloud...
The rapidly evolving landscape of artificial intelligence hardware has become a defining battleground for technology giants and investors alike, setting the stage for a new era of industry consolidation, risk, and opportunity. Never before has the contest to design, manufacture, and scale...
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Here’s a summary of the news, as reported by the Times of India:
Tech analyst Dan Ives from Wedbush has stated that Microsoft is “clearly leading when it comes to hyperscaling and cloud,” mainly due to strong growth in its Azure platform. Ives pointed out Microsoft's momentum in artificial...
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When it comes to selecting a cloud services provider, the choice between Microsoft Azure and Amazon Web Services (AWS) is an ever-present crossroads for IT leaders, architects, and developers. Both platforms boast a formidable suite of services, global infrastructure, security features, and...
Amazon Web Services (AWS) is significantly enhancing its artificial intelligence (AI) capabilities by expanding its global infrastructure and integrating NVIDIA's latest AI hardware. This strategic move aims to meet the escalating demand for AI services and maintain AWS's leadership in the cloud...
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