Alibaba Cloud faces significant headwinds, but its pivot to high-margin AI services and its deeply depressed valuation present a compelling long-term opportunity. A sum of the parts analysis reveals ...

AWS's big consulting arm, ProServe, is shifting to outcome-based pricing, and reorganizing around AI agents the company calls "digital employees." ...

The artificial intelligence revolution is reshaping IT at every level, from infrastructure to operating models. On the latter, AI is forcing a business model reset, as enterprises grapple with the ...

Pega Cloud margins continue to expand, approaching 80% in Q3. With the vast majority of our net new ACV coming from Pega Cloud, we continue to realize the benefits of a more scalable business model ...

Google Cloud announced Thursday it has added fast-rising AI coding startups Lovable and Windsurf to its roster of customers. Both companies have chosen Google Cloud as one of their cloud computing ...