ProsperOps’ Autonomous Discount Management (ADM) is now generally available for Microsoft Azure via the Azure Marketplace, bringing the company’s algorithmic commitment‑management engine to Azure compute services and promising automated buys, sells, and portfolio reshaping of Reservations and...
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...
ProsperOps’s CloudX Award win this September marks a clear inflection point for FinOps: the vendor’s autonomous approach to commitment and workload orchestration has been recognized by the DevNetwork CloudX Awards, and the announcement crystallizes a broader industry shift from visibility and...
ProsperOps’s CloudX Award win cements a clear message to the market: FinOps automation has moved from a niche toolkit into mainstream cloud management, and vendors that can safely automate both rate and workload decisions will shape how enterprises control cloud spend going forward...
OpenAI’s long-running infrastructure romance with Microsoft has quietly shifted from exclusivity to pragmatic flexibility, and the implications reach far beyond two corporate balance sheets — they reshape how cloud capacity, regulatory risk, and enterprise resilience will play out as AI scales...
Nutanix’s recent announcement — republished by several outlets — that it was named a Leader in the 2025 Gartner Magic Quadrant for Distributed Hybrid Infrastructure is a noteworthy PR moment for the company and a useful opening to examine how the vendor’s product strategy and market positioning...
Google has moved the cloud market’s chess pieces with a tactical — and loudly publicised — concession: for customers in the European Union and the United Kingdom, Google Cloud will no longer charge data‑egress fees for qualifying “in‑parallel” multicloud transfers through a new offering called...
cloud migration
cloud observability
cloud procurement
cross-cloud
cross-provider data transfer
data act compliance
data portability
data transfer essentials
egress fees
eu data act
googlecloud
interconnect
licensing lock-in
multicloud
uk cloud market
Google has moved to eliminate a key friction point for organisations running workloads across multiple cloud providers in Europe and the UK, announcing that its Data Transfer Essentials service will be available at no cost for customers processing workloads “in parallel” across two or more...
Amazon’s cloud business is no longer the unambiguous growth engine it once was; recent quarters have exposed a gap between scale and momentum that has competitors seizing narrative advantage and enterprise mindshare.
Background: the claim that started this debate
The Analytics Insight piece...
ai
ai productization
ai services
amazon web services
artificial intelligence
aws
azure
bedrock
cloud capex
cloud computing
cloud market
copilot
enterprise it
googlecloudgooglecloud platform
infrastructure as a service
market share
microsoft azure
multi-cloud
platform as a service
Amazon’s Q2 results forced a recalibration: the cloud unit that once underwrote Amazon’s long-term bets is still massive, but its growth and margins are under pressure in an AI-driven market that increasingly rewards integrated, productized models over raw compute capacity. The data from Q2 —...
Microsoft's Q2 results and the wave of new analyst targets have crystallized a central tension: the company’s AI and cloud fundamentals are powerful and accelerating, yet the market’s price expectations and margin realities send mixed signals about how fast that promise will convert into durable...
OpenAI’s highly anticipated corporate restructuring has been pushed off the immediate calendar as last‑ditch negotiations with Microsoft over API access, intellectual property (IP) rights and a disputed “AGI clause” remain unresolved, forcing a delay that could push the overhaul into next year...
The Web3 infrastructure story that has been quietly brewing for years reached a new inflection point this cycle: large cloud providers are no longer passive hosts for blockchain experiments — they are active strategic partners, builders, and gatekeepers whose technical choices and compliance...
The five technology companies that now steer global digital transformation—Amazon, Google (Alphabet), Microsoft, Apple, and IBM—are not merely the biggest names on the cap table; they are the engines that power cloud infrastructure, enterprise AI, consumer-device ecosystems, and the earliest...
ai governance
alphabet
amazon web services
apple m-series
aws
cloud market share
copilot
data privacy
enterprise ai
gemini ai
googlecloud
hybrid cloud
ibm quantum
ibm watsonx
microsoft azure
multimodal ai
on-device ai
quantum computing
tech regulation
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...
Amazon’s cloud engine is still humming, but the tempo has slowed: the company’s Amazon Web Services (AWS) unit reported mid‑teens growth in its most recent quarter while rivals logged dramatically higher expansion, a gap that spooked investors, sharpened questions about AWS’s AI strategy, and...
Global cloud capital expenditures are entering a new, accelerated phase: analysts now expect hyperscale providers to push annual data-center CapEx from hundreds of billions into the low‑trillions over the next half decade, led by Amazon, Alphabet, Meta, and Microsoft — a concentrated spending...
accelerator spend
ai infrastructure
amazon aws
cloud computing
cooling and power
data center
energy efficiency
googlecloud
gpu accelerators
hybrid cloud
hyperscale capex
infrastructure forecasting
meta platforms
microsoft azure
nvidia
regional data centers
supply chain
OpenAI’s decision to run ChatGPT and its API on Google Cloud — alongside Microsoft Azure, CoreWeave, and Oracle — marks a decisive shift from single-provider reliance to a multi-cloud infrastructure designed to relieve crushing compute demand, reduce vendor risk, and squeeze performance and cost...
ai infrastructure
ai tradeoffs
azure
chatgpt
cloud computing
cloud vendor risk
coreweave
data governance
data sovereignty
enterprise ai
googlecloud
gpu
infrastructure strategy
model training
multi-cloud
openai
oracle
regional latency
subprocessor
tpu
The global infrastructure-as-a-service market surged again in 2024, with the three hyperscalers — Amazon Web Services (AWS), Microsoft Azure, and Google Cloud — together capturing roughly seven out of every ten dollars spent on cloud infrastructure, as enterprises pour capital into AI-optimized...
Satya Nadella’s brief but pointed line on Microsoft’s most recent earnings call — that “the next big accelerator in the cloud will be Quantum” — arrived with more than rhetoric: it was paired with a technical milestone Microsoft describes as a deployed Level 2 quantum capability and explicit...