Microsoft is still winning the cloud war against Google — but in AI, it's all to play for
Microsoft and Google beat earnings estimates amid an intensifying rivalry over AI and cloud growth.Google's growth was fueled by AI progress, while
31 Oct 18:18 · Business Insider Nederland
Amazon CEO Says GenAI Is Growing Three Times Faster Than Cloud Computing Did
The growth of generative artificial intelligence businesses is surprising even the tech industry’s most seasoned executives.
31 Oct 22:56 · Investopedia
We reiterate our 1 rating on Microsoft despite its softer guidance — here's why
The numbers look different this quarter due the company re-segmenting a few businesses, but overall there's not much to complain about. 
31 Oct 00:05 · CNBC
Equinix forecasts quarterly revenue above estimates on steady demand
Equinix forecast fourth-quarter revenue above Wall Street estimates on Wednesday, driven by steady demand for its data center services amid the continuing surge in artificial intelligence boom.Enterprise clients depend on data center services from companies such as Equinix to expand their digitization ini
30 Oct 22:56 · CNA
Microsoft (MSFT) Q1 FY2025 earnings results beat revenue and EPS expectations
Microsoft credits its cloud services for most of its quarterly earnings figure.
30 Oct 20:55 · Shacknews
last updated on 1 Nov 02:27