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Amazon CEO Andy Jassy tried to calm concern about AI cloud competition. Wall Street isn't buying it.
On an earnings conference call, analysts asked tough questions about cloud growth and AI rivals. Jassy's answers didn't quell ...
Microsoft and AWS each made up roughly 30 to 40 percent of the Brit cloud market in 2024, it estimates. Google, the third big ...
Microsoft, AWS and Google respond to the CMA's call for regulatory action over concerns of reduced cloud competition and ...
U.K.'s competition regulator said that Microsoft (MSFT) and Amazon (AMZN) are hurting competition in the cloud computing ...
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The UK's Competition and Markets Authority (CMA) has determined Britain's cloud market shows too many anticompetitive traits, ...
The dominant position of Amazon and Microsoft in cloud computing is harming competition, with their impact exacerbated by ...
Amazon will seek to reassure investors on Thursday that its cloud business, a critical driver of profits, is growing at a ...
Notably, the CMA found that cloud credits were not harming competition, nor were committed spend agreements. Regarding those ...
The UK authority found that Microsoft and Amazon Web Services have a significant share of the cloud computing market. View on ...
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The Independent on MSNAmazon and Microsoft harming competition in cloud computing, finds CMAThe UK’s cloud computing market is “not working well” and conduct requirements should be considered for the sector’s two main ...
Bernstein compared Microsoft’s cloud offerings—Microsoft is widely considered No. 2 in that market—with rivals No. 1 cloud vendor Amazon Web Services and No. 3 Google Cloud.
Although analysts predict the public cloud market will soon graze $1 trillion, that high-stakes competition will ensure a bumpy road ahead, Sustar noted.
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