Oracle’s latest financial quarter did more than surprise investors — it rewrote the short-term narrative for how legacy enterprise vendors can compete in an AI-first cloud market by converting a mountain of booked contracts into a five‑year infrastructure roadmap that, if executed, would elevate...
Google Cloud’s blistering quarterly performance left rivals visibly sprinting to keep up, but the bigger story is an industry-wide acceleration driven by AI demand that’s reshaping how hyperscalers compete, sign contracts, and spend on infrastructure. In Q2 and the most recent fiscal quarters...
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Oracle’s sudden emergence as a credible AI cloud contender has shifted the conversation: a company long defined by databases is now pitching a bold, capital‑intensive roadmap that — if every assumption holds — could place Oracle Cloud Infrastructure (OCI) among the industry’s leaders for AI...
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Oracle’s recent AI wins are not just marketing copy — they’re reshaping how the company pitches cloud to enterprise buyers and investors, and they demand a sober re-evaluation of where Oracle sits in the cloud pecking order against Amazon Web Services (AWS), Microsoft Azure, and Google Cloud...
Google Cloud’s strong showing in a recent South Africa–focused survey has renewed the debate about where enterprise cloud momentum is actually flowing, but the headline — that Google Cloud “beats” Azure and AWS — needs careful qualification and context before it’s treated as a global verdict...
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NTT DATA’s launch of a dedicated global business unit for Microsoft Cloud signals a major acceleration in enterprise digital transformation, promising to reshape how organizations leverage secure, AI-powered solutions for modernization, agility, and growth in a rapidly evolving landscape. As the...
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Microsoft’s latest unveiling of Azure Storage Discovery in public preview has captured the attention of IT professionals and cloud architects alike. Promising an unprecedented approach to visibility over sprawling Blob Storage deployments, this tool, now available to all Azure users, marks a...
Microsoft’s unveiling of Azure Storage Discovery—with deep integration of Copilot’s natural language capabilities—marks a pivotal advancement in the management of cloud data estates. Announced on August 6, the new fully managed service enters public preview with a strategic mission: to create a...
In a decisive move to stake its claim as a global leader in AI-powered business transformation, NTT DATA has announced the launch of a dedicated global business unit for Microsoft Cloud. This strategic initiative represents an intensification of the long-standing NTT DATA–Microsoft alliance and...
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Azure has unveiled the public preview of Azure Storage Discovery, a transformative service positioned at the forefront of enterprise cloud data management. As organizations scale their digital footprints, sprawling datasets across multiple business units and global regions quickly challenge even...
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...
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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In an industry defined by relentless innovation, eye-watering capital outlays, and corporate narratives spun around artificial intelligence, the battle for AI cloud primacy among Amazon, Microsoft, and Google has never been more intense—or more consequential. The very infrastructure that powers...
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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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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...
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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 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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Amazon Web Services (AWS) has long been synonymous with cloud computing supremacy, its sprawling ecosystem encompassing everything from raw infrastructure to developer-centric tools. For much of the past decade, AWS was the indispensable engine beneath the digital transformation efforts of...
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