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 ...

Microsoft on Tuesday unveiled about $23 billion in new artificial intelligence investments, with the bulk earmarked for India ...

IBM's $11B Confluent acquisition completes its hybrid cloud stack, with Kafka streaming joining Red Hat and HashiCorp for ...

Salesforce’s integration of Informatica into Data 360 aims to give AI agents the shared metadata, lineage, and real-time ...

IBM agrees to acquire data streaming leader Confluent for $11 billion to accelerate its 'Agentic AI' strategy. Read about the ...

The business didn't say much further, but they did say that the investment is meant to improve infrastructure to meet the ...

Today, Microsoft is announcing the most important commitment in Microsoft Canada’s history. We’re adding to our investments – with a total of $19 billion CAD between 2023 and 2027, including more than ...

Further, the stock is exposed to the volatility of the AI trade on several counts: its investment in OpenAI, its increasing ...

Investors are hoping Oracle stock regains its bullish momentum with the company set to report results for its fiscal second quarter after-market hours on Wednesday, November 10.

The company will invest US$17.5 billion in India, its largest investment in Asia, building on a prior US$3 billion commitment ...

Happy Wednesday! Microsoft is doubling down on its AI bets in India. This and more in today's ETtech Morning Dispatch.

The report estimated that Anthropic now earns 40% of enterprise LLM spend. That's up from 24% last year and 12% in 2023.