Zacks Investment Research on MSN

Nebius Group vs. Amazon: Which AI Cloud Stock Has More Room to Run?

Nebius Group N.V. NBIS and Amazon.com, Inc. AMZN are major players in the rapidly expanding AI cloud infrastructure market. Amazon, through its Amazon Web Services (“AWS”) division, remains the ...
Zacks Investment Research on MSN

CoreWeave vs. Microsoft: Which AI Infrastructure is the Smarter Bet?

The surge in AI workloads has ignited a rush for infrastructure. From hyperscale data centers packed with GPUs to specialized ...

The Tech Moat: Analyzing the Long-Term Competitive Advantage of AWS vs. Microsoft Azure

The pressing question for any serious investor looking at long-term returns is this: Between Amazon Web Services (AWS) and Microsoft Azure, who has the structural advantage? We’re talking about the ...

So long, SaaS: Why AI spells the end of per-seat software licenses - and what comes next

The AI surge is forcing application vendors to restructure how they deliver and charge for solutions. Software companies will ...