Both Amazon and Microsoft should perform well in 2026, but one has the bigger opportunity.

After years of resisting multicloud, AWS has unveiled Interconnect and acknowledged what practitioners have long known: Best ...

Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...

In his first interview since joining from Accenture, Google Cloud's new Chief Product and Business Officer argues that ...

Even with substantial upgrades across its AI stack, analysts say AWS’s ecosystem remains only half-built: powerful in parts ...

Overview India’s cloud market is driven by a mix of global hyperscalers, IT service giants, and local data center providers, ...

That’s the domain of FinOps, a practice that has gained traction in recent years. FinOps combines finance, operations and ...

[WATCH NOW: The Biggest Products And Innovations For Partners At AWS re:Invent 2025] Additionally, the Seattle-based world ...

Arista Networks, Inc. ANET and International Business Machines Corporation IBM are leading players in the enterprise and data ...

ASIC server shipment growth momentum in 2026 is expected to surpass that of Nvidia-led GPU servers, with Google's TPU servers ...

As AI becomes part of everyday online services, Wall Street is now more focused on which companies can turn AI spending into ...

AI-driven CapEx is not a bubble but a survival imperative, fueling a winner-take-most dynamic among Big Tech. Check out two ...