The FTC is readying an investigation into Microsoft's cloud-computing business: report
The Federal Trade Commission, led by Lina Khan, had previously sought public feedback on Microsoft's cloud computing business.
Microsoft Azure
CHART: Big Tech is going wild on AI spending next year and beyond
Capex by Amazon, Google, Meta, and Microsoft is rising to eye-watering levels next year and beyond, fueled by the generative AI boom
Microsoft has 17% upside potential and upcoming earnings will show strong AI-driven growth, Bank of America says
Bank of America raised Microsoft's earnings estimate by 1% above its $60.5 billion Q3 revenue forecast, citing sustained Azure strength.
The 14-page pitch deck cloud startup Hive, which aims to offer a cheaper alternative to giants Amazon and Google, used to raise $13 million
Ex-Wall Street CEO David Gurle is building a cloud startup to take on the likes of Amazon and Google. Here's the pitch deck he used to win over VCs.
In cloud, there's AI (which is hot) and everything else (which is not)
The changing dynamics of the cloud industry, with AI Cloud gaining traction and the slowing growth of Cloud 1.0.
The startup extinction wave is rising and it's beginning to wash over the cloud industry
Hundreds of startups are going bust and shutting down. That's beginning to weigh on the cloud industry, and AWS especially.
Here's who's leading Morgan Stanley's cloud initiatives after the bank's lead departs for Microsoft
Gorman Nachtigal had a long tenure at Morgan Stanley, where she held tech leadership roles across AI, cybersecurity, and enterprise compute.
Generative AI startup Runway recently signed a huge cloud computing contract with Google
Runway raised $100 million at a $1.5 billion valuation from a major cloud-service provider, Insider reported.
Amazon is the growth laggard of the cloud industry now
Amazon Web Services revenue rose 16% in the first quarter, well behind Microsoft and Google. AWS growth slowed even more in April.
These charts show just how much cloud spending has slowed at Microsoft, Amazon, and Google
The slew of big tech earnings confirmed that growth is slowing at Amazon's AWS, Microsoft's Azure and Google Cloud. Even slower growth could be ahead.
Microsoft says it will roll out ChatGPT on its own AI service after reports it will invest $10 billion into OpenAI
Microsoft said Azure OpenAI is now generally available for everyone to use and it plans to make ChatGPT available through the service.
KKR's top tech exec details the firm's 3-year migration to the public cloud, and how the PE giant is leveraging the tech to streamline how deals get done
KKR will be fully on the public cloud this year. The PE giant's top tech exec walks us through how the cloud is changing how deals get done.
Public-cloud providers are reimagining themselves as consultants. Here's how AWS, Azure and Google Cloud are helping finance firms use the tech to rethink their business.
Wall Street's cloud journey isn't just about technology. Here's how the cloud is pushing finance firms to rethink how they do business.
Vanguard has cut costs by 30% thanks to its shift to the public cloud. Here's how the giant asset manager did it.
Michael Carr, CTO at Vanguard, tells Insider about his public cloud strategy for Vanguard, from cost cutting to potential public cloud partners.
8 companies Amazon, Microsoft, or Google might buy as they shop for deals amid the market downturn, including Workday, Unity, and Roku
Bernstein analysts reviewed Amazon, Microsoft, and Google's key initiatives and recent acquisitions to predict the firms they could acquire next.
Legendary investor Jim Chanos is raising over $200 million for a 'big short' against data centers
The short seller plans to bet against US-listed REITs that own legacy data centers, as he expects Amazon, Alphabet, and Microsoft to disrupt them.
New data shows that spending on Amazon, Microsoft, and Google's cloud platforms declined in April as companies look for ways to cut costs
The downturn set off a wave of cost cuts, and even the cloud giants aren't safe: Spending on Amazon, Microsoft, and Google's clouds declined in April.
Inside Goldman Sachs' public-cloud strategy: 2 top execs detail why a polycloud approach gets the most out of the tech
Goldman Sachs' Co-CIOs George Lee and Marco Argenti explained their approach to the bank's cloud strategy and why being agnostic isn't best.
Microsoft's 400,000 IT partners are fiercely divided over a new set of requirements for reaping the full benefits of its cloud push
Microsoft made a major change to activate its IT partners as a weapon in the cloud wars. But its 400,000 partners are at odds over the changes.
We mapped out 32 key cloud partnerships across Wall Street as banks, hedge funds, and PE firms embrace the tech
AWS, Google Cloud, IBM, and Microsoft Azure are battling it out to win over financial institutions looking to adopt cloud technology.