cloud economics

OpenAI’s recent recalibration—from boardroom restructures to multi‑cloud infrastructure deals—marks a watershed for the AI economy: the company is no longer only a model-builder, it is shaping the infrastructure, commercial contracts, and governance norms that will determine who wins the next...

Microsoft’s latest quarterly report confirms what investors and enterprise customers have been sensing for months: cloud and AI are not just growth drivers — they are the engine reshaping Microsoft’s business and the broader enterprise landscape. In the fiscal fourth quarter ended June 30, 2025...

Microsoft’s competitive position in the software industry remains both formidable and contested: the Benzinga automated analysis frames the company as a financial and strategic bellwether among software peers, but careful cross-checking of the numbers and regulatory context shows a more nuanced...

CareSuper’s latest bold move in its technology journey signals not just a shift in hosting providers, but a strategic pivot reflecting new industry realities, member expectations, and the rising tide of public cloud adoption. By selecting Macquarie Cloud Services to oversee its migration from...

The landscape of artificial intelligence infrastructure is undergoing a remarkable transformation, driven by surging demand for generative AI services and an escalating arms race among the world’s technology giants. Few developments exemplify this shift better than OpenAI’s recent decision to...

In the shifting landscape of digital transformation, the role of sovereign public clouds is emerging as a defining factor for national innovation, data protection, and regulatory compliance—especially in the age of artificial intelligence. As organizations worldwide grapple with increasing...

For organizations navigating the complex digital terrain of modernization and cloud transition, a significant barrier has always been the management of legacy virtual machine workloads while simultaneously adopting contemporary containerized solutions. Red Hat, in partnership with Microsoft, has...

Microsoft’s unveiling of Windows Server 2025 not only signaled a major technical update to the enterprise server space but also introduced a licensing revolution that stands to shake up how businesses approach Windows Server deployments. While the perpetual licensing model remains available—a...

The recent investigation by the UK’s Competition and Markets Authority (CMA) into cloud market competitiveness has brought to light a critical challenge enterprises face when moving from traditional on-premises environments to cloud infrastructure: the complexity and expense of migrating...

Microsoft’s cloud licensing practices have created a complex and costly dilemma for enterprises heavily invested in Windows Server and SQL Server applications when migrating to public clouds other than Azure. While the cloud promises scalability and flexibility, the reality for many...

The contemporary cloud computing market is a battleground dominated by a few colossal players, most notably Microsoft Azure, Amazon Web Services (AWS), and Google Cloud Platform (GCP). This dominance inevitably attracts scrutiny from regulators focused on ensuring fair competition and...

Microsoft's shift in cloud licensing practices has stirred up significant challenges for enterprises heavily invested in its ecosystem, particularly when migrating to cloud infrastructures. The 2019 licensing changes introduced a new layer of costs for running Microsoft server software, such as...

When enterprises contemplate moving their substantial IT operations and applications to the cloud, those heavily invested in Microsoft ecosystems face a very challenging dilemma. The practical realities of migrating complex Windows Server and SQL Server workloads swiftly confront IT...

When enterprises contemplate moving their IT workloads to the cloud, those with significant investments in Microsoft infrastructure typically confront a challenging dilemma. For organizations deeply reliant on Windows Server and SQL Server, the prospect of rewriting applications or migrating...

When enterprises with heavy investments in Microsoft infrastructure consider moving to the cloud, their choice often boils down to a challenging and costly dilemma: sticking with Microsoft Azure or facing significant financial penalties when running Microsoft software on rival clouds like Amazon...

The UK cloud computing sector is currently embroiled in a high-stakes regulatory and competitive conflict that has captured the attention of industry giants and raised significant questions about the future of cloud market dynamics, licensing practices, and innovation. At the center of this...

The ongoing competition tug-of-war in the cloud services market highlights a critical point: Microsoft's licensing policies for its software, particularly Windows Server, heavily influence the viability and economics of multi-cloud deployments. According to Amazon Web Services (AWS), Microsoft's...

The challenge of migrating established enterprise workloads from Microsoft Windows to Linux is a significant hurdle in the broader cloud infrastructure market, particularly as organizations transition their operations to public cloud providers. Major cloud players such as Amazon Web Services...

The current landscape of cloud computing reveals an intense battleground dominated by the biggest three players: Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform (GCP). This triad controls the majority of cloud infrastructure, shaping patterns of customer choice, pricing...

Despite Microsoft’s powerful AI story fueling headlines and stock prices, there are subtler, less glamorous currents shaping its cloud business. Azure’s 31% growth in the most recent fiscal Q2, though substantial by industry standards, masked a clear and potentially worrying trend: non-AI cloud...