Amazon's more established custom chip business gives it a big edge.

Software giant is one of the tech industry’s largest spenders in cloud computing.

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With $26.1 billion in future revenue commitments, Cerebras faces mounting pressure to expand computing capacity, overcome data center shortages and turn soaring demand into profits.

Revenue at Microsoft's Azure cloud computing business grew 48% to $33.17 billion ‌in the first quarter ended September, ‌topping Visible Alpha's estimates of $32.84 billion. Azure revenue came in at ...

Microsoft Corp. is winding down an arrangement to rent AI computing from Oracle Corp., part of a larger reassessment of ...

Microsoft's Azure cloud business brought in $33.2 billion in the September quarter, up 48%, the first time the company has reported Azure's quarterly revenue. Total revenue rose 19% to $92.3 billion, ...

Ohio State and Microsoft signed a five-year deal to move most of the university's computing to Azure and expand AI note-taking at its medical centre.

Desktops are diversifying. Long after we all collectively moved off of the traditional desk desktop (i.e the mostly wooden one, where you might still keep your coffee, spectacles and pens these days), ...

Amazon and Microsoft are the biggest cloud computing companies by market share. Amazon is starting to see its cloud computing revenue accelerate, which should continue into 2026. Microsoft's Azure has ...

Amazon and Microsoft are the two largest cloud computing companies. Microsoft Azure has been growing more quickly, but a strained relationship with OpenAI leaves some questions. Amazon's AWS, ...