BofA’s Justin Post sees AWS growing 19%-20% in Q4 as Azure faces go-to-market challenges. Post maintains a Buy on Amazon, citing strong AI-driven cloud demand and an attractive risk-reward setup. The ...

This environment allows models to maintain persistent context, memory, and identity. Rather than a series of disconnected ...

Cloud computing is powering AI innovation.

Amazon invests $50B in OpenAI and expands AWS deal to $138B. Analysis of stateful runtime, Frontier distribution, Azure ...

Despite Amazon (AMZN) underperforming Microsoft (MSFT) last year, their share performance has diverged since November 2025, when Amazon started to outperform Microsoft, as can be seen below. The ...

OpenAI's $110B funding includes AWS as the exclusive third-party distributor for the Frontier agent platform, introducing an architectural split: Azure retains stateless API exclusivity; AWS gains ...

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, ...

Microsoft announced general availability of a cloud-to-cloud migration tool for users adopting its Azure platform. Azure Storage Mover is designed for Amazon Web Services (AWS) customers who want to ...

Users on Downdetector are reporting Microsoft Azure and Amazon Web Services outages Wednesday. However, AWS denied that the service is experiencing issues in a statement to the Chronicle. "AWS is ...

One of the big takeaways from Microsoft's (NASDAQ:MSFT), Amazon's (NASDAQ:AMZN) and Google's (NASDAQ:GOOGL) (NASDAQ:GOOG) recent earnings results is that Azure outperformed Amazon Web Services and ...

While reaffirming its Microsoft partnership, the company is building a Bedrock-native orchestration layer that positions it firmly in multi-cloud territory.

AT&T is tightening its ties with hyperscale cloud partners as it readies its network for the AI era – embedding last-mile fiber and 5G directly into AWS ...