I reiterate my 'Strong Buy' rating for Microsoft with a one-year target price of $560 per share, driven by robust commercial cloud booking growth. Microsoft's commercial cloud bookings grew by 75% ...

Microsoft's Ignite Conference provided insights into the company's strategic direction in the Commercial Cloud and GenAI spheres. Microsoft's focus on innovation and ability to bring new products to ...

Around 2010, when the first cloud migration wave was really taking hold in the federal government, the intelligence community was hesitant to fall in line. But what began tentatively has blossomed ...

More than 100 Google commercial cloud services recently received FedRAMP High authorizations, including its Vertex AI platform and other artificial intelligence capabilities, the company announced ...

Development of the National Security Agency’s commercial cloud environment is progressing “very well,” according to an official from Amazon Web Services, the company that ultimately won a contract ...

Last year, the U.S. government spent $12.3 billion on cloud services. That figure is estimated to grow to $16 billion this year. The question before the federal government today is whether that ...

The General Services Administration has asked vendors to share their pricing and invoicing practices for software offered in term licenses as the agency looks to align commercial cloud buying ...