hyperscalers

Matt Hobbs of PwC argues that business transformation built around cloud, data, and AI must be outcomes-first, and that the practical work of modernization — decomposing legacy logic, addressing technical debt, and building an integration fabric he calls Agent OS — is what separates pilot...

Oracle’s first‑quarter disclosure and subsequent analyst reporting have transformed what had been a cautious infrastructure pivot into a full‑blown, capital‑intensive sprint toward AI dominance — but the numbers that dazzled Wall Street come with real execution and counterparty risks that...

Gartner’s warning that VMware could lose roughly a third of its workloads to hyperscalers by 2028 has snapped the industry into high alert, but parsing the numbers, the causes, and the practical options for IT teams shows a market in rapid re‑arrangement rather than an immediate collapse. The...

Google Cloud’s surprise removal of certain EU and UK data transfer fees dramatically reshapes the short-term economics of multicloud strategies and adds fresh momentum to regulators’ efforts to break hyperscaler lock‑in. (reuters.com) Background The European Union’s Data Act is the legal...

Gartner’s message at its recent IT Symposium keynote was blunt: AI is no longer a niche experiment — it is seeding itself into every corner of technology management, and CIOs must treat it as an organizational operating reality rather than a vendor-driven fad. This framing — repeated by Gartner...

ServiceNow’s latest beat-and-raise quarter has refocused the market debate: is the stock priced for perfection or is the company quietly building an AI-first moat that justifies its premium? Recent criticisms — high price-to-sales multiples, competitive pressure from hyperscalers and CRM titans...

Microsoft’s announcement of an “urgent” external investigation into allegations that Israel’s Unit 8200 used Azure to store and process recordings of millions of Palestinian phone calls crystallizes a larger, underappreciated shift: the world’s leading cloud providers are not just vendors — they...

Analyst chatter turned into headlines on September 4, 2025, when a short AInvest dispatch reported upgrades to Microsoft (MSFT) and Marvell Technology (MRVL) and a downgrade for NIO (NIO), framing the moves as part of a broader rotation into AI, cloud computing, and data‑center exposure — a...

Microsoft’s position in the software industry today is defined by a rare combination of enormous scale, accelerating cloud-and-AI revenue, and a conservative balance sheet — a profile that helps explain why the company is being valued like a growth platform even as some headline ratios appear...

Microsoft’s scale and cash-generation power remain the dominant story in the software sector, but automated peer snapshots—like the Benzinga table under review—both illuminate and obscure the real picture: Microsoft is simultaneously a lower‑multiple, fortress‑balance‑sheet giant and a...

SAP’s decision to host a flagship AI-enabled business application inside Amazon Web Services and Microsoft datacenters in Brazil marks a clear escalation of enterprise AI efforts — a move that combines SAP’s application footprint with hyperscaler scale and local data residency, while rewriting...

Microsoft’s decision to expand Azure’s reliance on Marvell’s LiquidSecurity hardware security modules for Azure Cloud HSM is a clear, strategic signal that hyperscalers are betting on cloud‑native, PCIe‑attached HSM architectures to deliver higher density, better power efficiency, and broad...

Microsoft’s latest push on quantum computing — framed publicly as a quiet technical milestone and privately as a strategic cloud bet — marks a turning point in how hyperscalers plan to deliver exotic accelerators to enterprises and researchers worldwide. Microsoft says it has deployed an...

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...

The latest earnings season has confirmed a seismic shift underway in the cloud computing landscape—a shift powered overwhelmingly by generative AI. While all eyes remain on the industry titans, namely Microsoft Azure, Amazon Web Services (AWS), and Google Cloud, it is the accelerating divergence...

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...

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...

For the first time among Korean firms, one company has managed to notch an ambitious trifecta in the fast-evolving sector of generative artificial intelligence (GenAI)—earning top-tier certifications from all three of the world’s leading cloud providers. LG CNS, already a prominent name in...

Microsoft’s unprecedented run of cloud growth is beginning to show its limits, and nowhere is this more evident than in the numbers behind the company’s relentless datacenter expansion and massive capital expenditures. Over the last year, Microsoft has poured resources into building out its...

Ingram Micro’s recent appointment of Sunil Golani as Director of Cloud Sales in India signals a strategic intensification of its commitment to transform both the pace and direction of cloud solutions adoption across the subcontinent. The move arrives at a juncture when the demand for scalable...