Alphabet Inc.'s Google Cloud lands a $10B Meta deal, challenging AWS and Azure. Click for my updated look at GOOGL stock and ...

Pluses: Google Cloud is hitting a nice combo of scale and improving profitability — ~32% growth with ~20.7% operating margin — and GCP (IaaS/PaaS + AI) is growing much faster than overall cloud (tCR ...

Amazingly, online retail giant Amazon ($AMZN) is not actually making most of its money from online retail. Rather, that ...

A tale of two cloud platforms - AWS growth is slowing in the current macro-economic climate, whereas Google Cloud momentum was a bright spot in Alphabets Q4 earnings. At Amazon, AWS net sales ...

Google Cloud's market share stands at 11% as of Q4 2022, up from 6% in Q4 2017 (the year Cloud Spanner launched, coincidentally). But AWS far and away leads with 34%.

In aggregate, Google Cloud, AWS and Microsoft accounted for 66 percent of the worldwide market. It is key to note that Microsoft does not provide to the public its Azure sales figures.

While AWS and Azure have broader service offerings and a larger customer base, Google Cloud is carving a niche in AI-first solutions and open-source technologies, aiming to differentiate itself as ...

One of Google Cloud’s fastest-growing partner startups, CloudWerx, explains to CRN why Google Cloud is besting AWS and Azure, and why CloudWerx placed its bet on Google versus the competition.

Google Cloud's operating income will improve in 2021, but margins won't approach the ad business anytime soon. Meanwhile, AWS is an operating income hero that subsidizes the profit picture for ...

The accord marks the first major cloud computing deal between Meta and Google, which ranks third in the market behind ...