Both are leaders in the cloud computing space, but their investment cases are quite different.

The cloud is the default for enterprise AI, enabling companies to move quickly from idea to implementation. This convenience is real, but so are the costs. Let’s be honest about what’s happening in ...

Cloud computing will benefit from the AI build-out over the long term.

Cloud providers’ hoarding of GPUs, memory, and other hardware to support AI workloads is causing scarcity, pricing out consumers and businesses alike. Whenever a tech titan makes a sweeping statement ...