I see Azure’s demand for computing outstripping supply. Azure grew 34% to $75B in FY25 and management guides 37% growth for Q1 FY26, with capacity tight into year end. Cloud is expanding aggressively, ...

Microsoft's Azure has been the fastest grower of the big three cloud computing companies. Alphabet has a cost advantage with its custom AI chips that should become more evident starting next year.

Let us start with the basics: Microsoft Azure is Microsoft's cloud service. Azure is one of the most well-known cloud providers, ranking with GCP and AWS. Azure's unique features include hybrid ...

Amazon and Microsoft are the two largest cloud computing companies. Microsoft Azure has been growing more quickly, but a strained relationship with OpenAI leaves some questions. Amazon's AWS, ...