Software stocks have dropped into a bear market over concerns about AI, but Nvidia CEO Jensen Huang says the market’s reaction has been "illogical." Microsoft’s generative AI copilots are gaining ...

Here’s the global cloud market share results and six world leaders for Q2 2024, which include AWS, Alibaba, Google Cloud, Oracle, Microsoft and Salesforce, according to new market data. Global cloud ...

Here’s a breakdown of the global cloud market-share numbers for AWS, Alibaba, Google Cloud, Oracle and Microsoft for the second quarter of 2025, according to new market data. Microsoft’s global cloud ...

Nvidia Corporation remains a dominant force in AI infrastructure, with market share rising to 94% and a $3-4T GPU TAM projected within a decade. NVDA's operating earnings and margins are robust, with ...