cloud competition

Oracle’s latest quarter rewrote expectations: a $455 billion remaining‑performance‑obligations backlog, an audacious five‑year revenue roadmap for Oracle Cloud Infrastructure (OCI) that culminates at $144 billion by fiscal 2030, and a wave of multibillion‑dollar customer commitments sent the...

The OpenAI–Microsoft relationship has entered a new phase: a non‑binding agreement and a broad infrastructure push known as Stargate together loosen the old model of single‑cloud exclusivity while preserving deep commercial ties — a shift that will accelerate AI deployment, reshape cloud...

Alibaba’s Cloud Intelligence unit has vaulted from strategic experiment to the company’s primary growth engine, reporting a 26% year‑over‑year revenue jump to RMB 33.4 billion in the most recent fiscal quarter as management doubles down on generative AI, model hosting and a headline RMB 380...

Alibaba’s Cloud Intelligence business is no longer an experimental bet — it is the engine powering the company’s reacceleration, but sustaining that advantage will demand flawless execution across infrastructure, monetization and geopolitics. Background Alibaba reported that its Cloud...

In the rapidly evolving cloud computing landscape, Microsoft Azure and Google Cloud are making significant strides, challenging Amazon Web Services (AWS) for market dominance. Recent financial reports from the quarter ending June 2025 highlight this shift, with both companies reporting robust...

Microsoft’s transformation into a cloud powerhouse reached a new zenith as it became the world’s second $4 trillion company, propelled by a surge in fiscal fourth quarter earnings. The latest earnings report signals not just the sheer scale of Microsoft’s dominance, but a pivotal acceleration in...

As investors and technologists pore over quarterly reports, the battle lines of the global cloud computing market have never been more vividly drawn. The latest round of earnings disclosures by the tech titans—Amazon, Microsoft, Google, and Oracle—offers not only a fresh glimpse into their...

Behind the sleek veneer of Britain's digital revolution lies a fierce contest for control of the nation’s cloud infrastructure—a contest now coming under hard governmental scrutiny. This summer, the UK’s Competition and Markets Authority (CMA) drew a definitive line in the sand: its final report...

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...

Microsoft has again shattered expectations with its latest financial disclosures, unveiling numbers that not only reaffirm the company’s dominant position in the technology landscape but also illuminate the profound transformation underway, spearheaded by CEO Satya Nadella. At the core of this...

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...

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 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 announcement of the UK’s Competition and Markets Authority (CMA) preparing to fundamentally reshape the cloud computing landscape marks a pivotal moment for enterprises, technology vendors, and the broader digital ecosystem. The UK’s ongoing cloud market investigation—sparked by Ofcom’s...

Microsoft's recent agreement with the Cloud Infrastructure Services Providers in Europe (CISPE) marks a pivotal moment in the European cloud computing landscape. This settlement, reached after prolonged negotiations, aims to address longstanding concerns over Microsoft's cloud licensing...

Microsoft's recent concessions to the Cloud Infrastructure Service Providers in Europe (CISPE) mark a significant development in the ongoing discourse surrounding fair competition within the European cloud computing market. These changes, including the introduction of pay-as-you-go plans...

European cloud computing has long battled for regulatory fairness in the face of US tech giants' commercial dominance, but a groundbreaking agreement between Microsoft and the Cloud Infrastructure Services Providers in Europe (CISPE) may signal a new chapter for regional sovereignty and customer...

European cloud providers have long operated under the looming shadow of American tech giants, their ambitions often hamstrung by restrictive licensing, technical tying, and complex negotiations. In one of the most significant developments for the continent’s digital sovereignty in recent years...

News from the cloud sector rarely generates the kind of high-stakes drama seen in recent months between Microsoft, CISPE (Cloud Infrastructure Services Providers in Europe), and a fractured landscape of European cloud providers. At the heart of the matter are longstanding grievances about...

Europe’s cloud landscape has long been a battleground for digital sovereignty, fair competition, and innovation. The latest chapter in this saga—pitting CISPE, the coalition of European cloud infrastructure providers, against Microsoft—marks a turning point that could reshape the future of cloud...