My bullish thesis on Microsoft hasn't played out well, with Azure growth and ARPU pricing tailwinds not meeting expectations. Azure faces supply constraints and likely market share loss ...

Azure VMware Solution—which competes directly ... Google Cloud Lowers Commitment, Free POCs And Incentives Google lowered its commitment pricing for VMware Cloud Foundation (VCF) support by ...

Microsoft announces CoreAI, a strategy centering AI on Azure with new internal shifts. Analysts call it more evolution than ...

Microsoft is giving its Cloud Solution Provider partners full access to Azure Reserved Virtual Machine Instances (RI), the company said Thursday. Microsoft also revealed that CSPs will be able to ...