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 ...
The shift from training-focused to inference-focused economics is fundamentally restructuring cloud computing and forcing ...
Amazon shares dove more than 11 percent on Thursday as the computing and retail titan reported strong sales but significantly boosted spending estimates. Amazon reported a profit of $21.2 billion on ...
Shares of Amazon.com Inc. pumped more than 12% in extended trading today after it posted earnings and revenue that easily beat analysts’ expectations, driven by strong growth in its cloud computing ...
Editor’s note: “Behind the News” is the product of Sun staff assisted by the Sun’s AI lab, which includes a variety of tools such as Anthropic’s Claude, Perplexity AI, Google Gemini and ChatGPT. A ...