cloud computing

Amazon’s multi‑year bankroll for Spanish data centers has just stepped into truly historic territory: Spanish press reported a fresh, €18.0 billion top‑up to Amazon Web Services’ previously announced plan, bringing the company’s cumulative commitment in Spain to roughly €33.7 billion through the...

Microsoft’s current pullback looks eerily familiar to investors who watched Alphabet’s long, quiet stretch of underappreciation flip into a furious rally in 2025, but the similarities mostly stop at surface-level price action. Beneath the charts, Microsoft and Alphabet occupy different economic...

OpenAI’s recent pivot toward Amazon Web Services marks a decisive moment in the AI infrastructure battle: the company that helped put the cloud‑delivered LLM on every corporate roadmap is now engineering product-level integrations for a rival cloud, even as it keeps one foot in its longtime...

Alphabet, Amazon and Microsoft sit at the center of the hyperscaler sprint—and the Zacks Analyst Blog’s February 27, 2026 brief crystallizes why investors, CIOs and IT professionals are watching every quarterly number and capital-expenditure guidance through the same lens: AI is driving an...

Microsoft and OpenAI dropped a carefully worded joint statement that reads less like a press release and more like a legal safety net: despite OpenAI’s headline-grabbing new funding and an expanded Amazon partnership, the companies say the core terms of their multi‑year relationship remain...

Microsoft’s Maia 200 is the clearest signal yet that the cloud era has moved from a race for raw compute to a contest over how many useful tokens you can squeeze out of every available watt of power. Announced as an inference-first, vertically integrated accelerator and already showing up in...

Australia’s Digital Transformation Agency has negotiated a five‑year Volume Sourcing Arrangement with Microsoft that formally binds the Commonwealth to a modern Microsoft stack—Microsoft Copilot, Azure, Microsoft 365, Dynamics 365 and associated security and identity services—while explicitly...

Microsoft’s move to fold SpaceX’s Starlink into its cloud expansion playbook is one of the clearest signals yet that hyperscalers are no longer waiting for telcos to wire the world — and it could reshape how cloud services, connectivity, and even digital finance reach the planet’s most remote...

Microsoft’s new collaboration with Starlink marks the most explicit step yet in a long-running shift: cloud and AI vendors are no longer waiting for telcos to wire the world — they’re partnering to build the connectivity layer themselves, using satellites to reach places fiber never will. The...

Microsoft is teaming with SpaceX’s Starlink to push high‑speed satellite internet into underserved communities around the world, a move that folds orbital connectivity into Microsoft’s cloud expansion playbook and shifts the battleground for the “next billion” cloud customers into low Earth...

Doug O’Laughlin’s blunt verdict landed like a line-drive: “Microsoft’s not in the race. Where are they? They’re getting owned.” That soundbite — from a full interview O’Laughlin gave on TBPN earlier this month — has rippled through the tech and investor communities because it packages a wider...

Microsoft and Oracle are racing to be the enterprise backbone of the AI era, but the two companies are playing very different games: Microsoft is leveraging sprawling platform scale and recurring revenue to monetize AI broadly across productivity and cloud, while Oracle is making an audacious...

The fourth quarter of 2025 changed the conversation about cloud: revenue re‑accelerated across the hyperscalers, AI shifted from experiment to production for large enterprises, and one vendor—Google Cloud—emerged as the short‑term growth leader while all three committed to an unprecedented capex...

The leaked files published this week show that U.S. Immigration and Customs Enforcement dramatically increased its use of Microsoft’s Azure cloud during the second half of 2025 — more than tripling stored volumes on Azure in six months and expanding the agency’s consumption of Microsoft...

The fourth quarter of 2025 produced a clear inflection point for cloud computing: after years of steady growth, the industry reaccelerated as enterprises moved from experimentation to large-scale production of generative AI workloads. All three hyperscalers — Amazon Web Services (AWS), Microsoft...

Amazon’s latest capex call was not a whisper but a cannon blast: the company told investors it expects to invest roughly $200 billion in capital expenditures this year, with the lion’s share directed at AWS infrastructure, custom silicon, and model development — a scale of spending that reshapes...

The cloud market has flipped from steady expansion to a sprint: Q4 results from Amazon, Microsoft, and Alphabet show cloud revenue reaccelerating sharply on the back of AI demand, but while all three posted impressive growth, Google Cloud emerged as the short‑term growth leader — and the...

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...

Seeing “There has been an error” in the Microsoft Store is one of those Windows annoyances that shows up suddenly, blocks downloads or updates, and makes otherwise simple tasks feel like a technical emergency — but in the vast majority of cases the fix is straightforward and non‑destructive if...

Microsoft sits at a crossroads: a market-cap giant with steady cash generation and a cloud- and AI-fueled growth engine, yet now facing sharper scrutiny over valuation, capital allocation, and how effectively its sprawling product portfolio turns scale into future earnings. This feature unpacks...