Microsoft has never disclosed Azure's quarterly revenue in dollars. But for the first time, we can see just how close it is getting to besting the biggest competitor in the market, AWS.

Azure and AWS just posted their strongest cloud numbers in years, yet the companies that stand to benefit most from this surge are neither Microsoft nor Amazon.

There was a lot to digest from Wednesday’s earnings reports from Microsoft and Google, long the No. 2 and 3 players in cloud computing, respectively. But let’s start with the most interesting takeaway: Google’s cloud unit revenues are now within spitting distance of Microsoft’s Azure cloud

Who is profiting from the AI boom?”While news stories focus on new AI services, the ones reliably receiving money behind the scenes are the cloud companies that rent out the computers used to run AI.On October 28,

A US survey found that 83% of respondents said Microsoft's licensing rules influenced their choice of cloud provider.

Microsoft (MSFT) is likely to see continued growth momentum in its Azure cloud computing business amid broad-based demand, while the technology giant's financial position gives it a competitive advantage over its rivals in the artificial intelligence ecosystem,

The company’s free cash flow stayed positive in the last quarter even as it spent $45.2 billion on data centers and offered to pay workers to leave.