Sources: ByteDance has been Microsoft's biggest AI customer in recent years, largely using OpenAI models, and is on track to spend $1B+ a year on Azure services
Sources: Microsoft's US data center crunch will last through H1 2026, longer than previously outlined, as the company restricts new Azure cloud subscriptions
Microsoft Corp.'s data-center crunch will continue for longer than the company has previously outlined, underscoring …
Amazon reports Q2 AWS revenue up 17.5% YoY to $30.9B, vs. $30.8B est., and AWS operating income up 8.8% YoY to $10.2B, vs. $10.9B est.
Margins fell 35.5% to 32.9% YoY despite charging profane rates for new things ($9 per resource per month that IAM Internal Access Analyzer watches?!) [embedded post] X: Daniel Newman / @danielnewmanuv...
Analysts say Microsoft, whose stock fell the least among the Magnificent 7, is shielded from the worst tariff impacts due to Azure and its broad enterprise base
As Microsoft celebrates its 50th anniversary Friday with a Seattle event spotlighting its latest AI developments …
Synergy Research: cloud revenue grew 21% YoY in Q1 2024 to $76B; Altimeter: AWS now has 31% market share followed by Azure with 25% and Google with 11%
Last year's doldrums are in the rearview thanks to AI — If you were concerned about slowing cloud infrastructure growth for a time in 2023 …
As AWS, Azure, Google Cloud, and other cloud providers face pressure to meet AI demand, Dell, Qualcomm, and other on-premises hardware providers see an opening
Traditional cloud infrastructure wasn't designed to support large-scale artificial intelligence. Hyperscalers are quickly working to rebuild it.
Sources: at least 24 Azure data centers are operating with limited server capacity amid the global chip shortage that has made it harder to get new hardware
In March 2020, Microsoft's Azure cloud buckled under the strain of companies around the world shifting to remote work …
A breakdown of Google Cloud's rivalry with AWS and Azure as analysts expect $26B in 2022 GCP revenue and IDC predicts ~30% YoY cloud market growth until 2025
Nico Grant / Bloomberg : Tweets: @nicoagrant Tweets: Nico Grant / @nicoagrant : New details here about Google's Project Drawbridge and Project Moat, efforts to bolster Google Cloud's reliability afte...
A breakdown of Google Cloud's rivalry with AWS and Azure as analysts expect $26B in 2022 GCP revenue and IDC predicts ~30% YoY cloud market growth until 2025
When Amazon's cloud computing network went down on Dec. 7, it hampered a broad swath of companies that rely on its servers, including Disney, Netflix, and Ticketmaster. Tweets: @nicoagrant Tweets: Nic...
Microsoft says it has seen a 775% increase in use of its cloud services worldwide in regions that have enforced social distancing or shelter in place orders
I'm just old enough to remember the days … Georgina Torbet / Digital Trends : Microsoft makes tweaks to Xbox Live and Teams to handle spike in demand Simon Sharwood / The Register : Microsoft reveals ...