#cloud-competition

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Business
from24/7 Wall St.
1 day ago

Can Snowflake's Premium Valuation Survive a Shifting Cloud Landscape?

Snowflake shows accelerating product growth and AI adoption, but valuation remains stretched amid unprofitability, competitive pressure, and usage sensitivity.
European startups
fromTechzine Global
2 weeks ago

AWS invests massively in AI: can it stay ahead of the pack?

AI drives cloud capacity demand, requiring organizations to rethink AI adoption beyond buying GPUs, using managed services to deliver business value.
European startups
fromTheregister
1 month ago

Microsoft to face CMA scrutiny over cloud software licensing

The UK's competition watchdog is investigating Microsoft's licensing policies for reducing competition in the cloud market.
#aws
fromWIRED
5 months ago
Tech industry

AWS CEO Matt Garman Wants to Reassert Amazon's Cloud Dominance in the AI Era

fromWIRED
5 months ago
Tech industry

AWS CEO Matt Garman Wants to Reassert Amazon's Cloud Dominance in the AI Era

fromComputerWeekly.com
5 months ago

Interview: Meet the competition lawyer taking Microsoft to task over its cloud licensing tactics | Computer Weekly

That behaviour concerns its widely criticised practice of charging customers more for wanting to run and host its software (namely Windows Server) in competing cloud environments. It is claimed the tactic can make it cost-prohibitive for enterprise cloud users to run Microsoft's software anywhere but on the software giant's own public cloud platform Azure, which could potentially give it an unfair advantage when it comes to building its share of the cloud infrastructure market.
Miscellaneous
#openai
fromThe Verge
6 months ago

OpenAI strikes $38 billion AI training deal with Amazon

OpenAI has struck a $38 billion deal with Amazon Web Services that will give the AI giant access to "hundreds of thousands" of Nvidia GPUs to power its AI models. The seven-year partnership comes as Microsoft continues to loosen its grip on OpenAI, dropping its status as its exclusive cloud provider and losing the first right of refusal to host its AI workloads.
Artificial intelligence
#amazon
fromTheregister
6 months ago

EU and UK organizations ponder resilience after Azure outage

an inadvertent tenant configuration change within Azure Front Door (AFD)
Miscellaneous
Artificial intelligence
fromInfoWorld
7 months ago

The dazzling appeal of the neoclouds

Neoclouds are AI-optimized, GPU-focused cloud platforms that lower AI compute costs and performance inefficiencies, challenging hyperscale cloud providers while introducing integration trade-offs.
fromThe Verge
7 months ago

Google pitches Workspace tools for "when, not if" Microsoft 365 fails

Google is trying to capitalize on what it calls "frequent and severe" Microsoft 365 outages by offering up services like email, storage, and videoconferencing to businesses in the event of a Microsoft outage. The search giant's new Business Continuity plan runs a Google Workspace in parallel with Microsoft 365, so if there's an outage then businesses just switch over to Gmail and Google Meet instead of Outlook and Microsoft Teams.
Tech industry
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