cloud economics

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...

Microsoft sits at the center of a debate that has animated investors and IT professionals for months: is the company being undervalued on earnings and book-value metrics while simultaneously being priced for perfection on revenue multiples because the market is betting on AI and cloud...

Microsoft’s latest quarterly numbers give investors reason to breathe—Azure’s cloud momentum remains real—but the biggest variable in the equation is getting messier: the reworked OpenAI relationship and the accounting fallout that followed. The short version is straightforward: Azure is growing...