Cloud Computing

Battle of the Cloud Titans: How Amazon, Microsoft, and Alphabet are preparing for an AI future

Battle of the Cloud Titans: How Amazon, Microsoft, and Alphabet are preparing for an AI future

The top 3 global cloud providers are racing to monetize the AI boom. Drawing on CB Insights' Business Graph — which links data across private investments, acquisitions, business relationships, and public company disclosures — we surface key signals on how each cloud player is capitalizing on this technological revolution to expand their market shares.

May 21, 2025

Building the agent economy: How cloud leaders are shaping AI’s next frontier

Building the agent economy: How cloud leaders are shaping AI’s next frontier

The top 3 cloud providers globally are racing to support AI agents and the companies enabling them. This report analyzes their strategies — based on partnerships, startup investments, and internal projects — to see how they're capitalizing on this next wave of monetization in AI.

May 7, 2025

AI is making big tech even bigger — here’s how the trillion-dollar tech giants are deepening their moat and fueling future growth

AI is making big tech even bigger — here’s how the trillion-dollar tech giants are deepening their moat and fueling future growth

US tech giants continue to post double-digit revenue growth. Here’s how big tech is positioning itself for the future through AI investments, M&A, humanoid robotics development, and more.

Apr 11, 2025

Should enterprises adopt closed-source or open-source AI models?

Should enterprises adopt closed-source or open-source AI models?

As performance gaps narrow and model costs drop, the open vs. closed model debate is in the spotlight. This brief explores enterprise adoption in the landscape and the cost dynamics reshaping the divide.

Feb 12, 2025

The AI data center value chain: 12 high-momentum technologies powering the future of AI

The AI data center value chain: 12 high-momentum technologies powering the future of AI

We explore emerging technologies in energy production, AI computing hardware, support infrastructure, and AI cloud services that data center stakeholders should invest in for growth.

Nov 7, 2024

The AI computing hardware market map

The AI computing hardware market map

From neural processing units (NPUs) to quantum computing, we break down the categories of tech companies powering the AI explosion.

Sep 13, 2024

Analyzing Apple’s AI strategy: Small models, spatial computing, and consumer-friendly AI agents

Analyzing Apple’s AI strategy: Small models, spatial computing, and consumer-friendly AI agents

We mined Apple’s partnerships, acquisitions, and earnings reports to discern how the company is positioning in AI.

Aug 30, 2024

Analyzing Nvidia’s growth strategy: How the chipmaker plans to usher in the next wave of AI

Analyzing Nvidia’s growth strategy: How the chipmaker plans to usher in the next wave of AI

We mined Nvidia's acquisitions, investments, and partnerships since Q2’23 to discern the company's strategic priorities.

Jun 20, 2024

Analyzing Boeing’s high-stakes bets to recover from crisis and reimagine aviation with emerging tech

Analyzing Boeing’s high-stakes bets to recover from crisis and reimagine aviation with emerging tech

We mined Boeing's acquisitions, investments, and partnerships to discern the company's strategic priorities.

Apr 16, 2024

Analyzing Arm’s growth strategy: How the mobile semiconductor leader is zeroing in on AI, auto, and more

Analyzing Arm’s growth strategy: How the mobile semiconductor leader is zeroing in on AI, auto, and more

We mined Arm's acquisitions, investments, and partnerships to discern the company's strategic priorities.

Sep 27, 2023

Analyzing AMD’s growth strategy: How the fabless semiconductor giant is accelerating AI & cloud computing

Analyzing AMD’s growth strategy: How the fabless semiconductor giant is accelerating AI & cloud computing

We mined AMD's acquisitions, investments, and partnerships to discern the company's strategic priorities.

Sep 19, 2023

How are enterprises making cloud security purchasing decisions?

How are enterprises making cloud security purchasing decisions?

As competition heats up, we dig into how executives are deciding between cloud security solutions like Orca Security, Aqua Security, Lacework, and Wiz.

Aug 15, 2023

How much are CISOs spending for cloud security?

How much are CISOs spending for cloud security?

CISOs are paying anywhere from $10K to $800K per year to acquire solutions that protect critical data and operations in cloud environments.

Aug 10, 2023

The cloud security market map

The cloud security market map

From cloud detection & response to vulnerability management, we break down the critical categories of vendors helping to protect enterprises working in the cloud.

Jul 28, 2023

Analyzing Ford’s growth strategy: How the automaker is paving the way to an automated, connected, and electrified future

Analyzing Ford’s growth strategy: How the automaker is paving the way to an automated, connected, and electrified future

We mined Ford's acquisitions, investments, partnerships, and joint ventures to discern the company's strategic priorities.

Jul 20, 2023

Generative AI is driving interest in cloud GPU providers — here’s how the top players compare

Generative AI is driving interest in cloud GPU providers — here’s how the top players compare

Generative AI applications are increasing demand for high-performance computing from cloud GPU providers. We assess the market and identify top players in the space.

Jul 6, 2023

IBM is buying Apptio for $4.6B. What are the consolidation trends in the cloud cost optimization market?

IBM is buying Apptio for $4.6B. What are the consolidation trends in the cloud cost optimization market?

Apptio is IBM's fourth largest acquisition to date. Expect consolidation to continue as more enterprises look to become one-stop shops for cloud computing and more workloads transition to the cloud.

Jun 30, 2023

Where the AWS Generative AI Accelerator is placing its bets across 7 industries

Where the AWS Generative AI Accelerator is placing its bets across 7 industries

We identify the AWS Generative AI Accelerator’s top priorities across healthcare, education, finance, and more.

Jun 27, 2023

Analyzing Nasdaq’s growth strategy: How the capital markets giant is diversifying its tech offerings

Analyzing Nasdaq’s growth strategy: How the capital markets giant is diversifying its tech offerings

We mined Nasdaq's acquisitions, investments, and partnerships to discern the company's strategic priorities.

May 15, 2023

Analyzing NVIDIA’s growth strategy: How the semiconductor leader is powering generative AI and the future of computing

Analyzing NVIDIA’s growth strategy: How the semiconductor leader is powering generative AI and the future of computing

We mined NVIDIA's acquisitions, investments, and partnerships to discern the company's strategic priorities.

Apr 14, 2023

How Amazon, Microsoft, and Google are supporting Web3 and blockchain development

How Amazon, Microsoft, and Google are supporting Web3 and blockchain development

We examine the cloud services offered by Amazon, Microsoft, and Google, and how they are supporting the future of Web3/blockchain development.

Dec 20, 2022

Cloud Security RFP Vendor Shortlist: Which vendors should you invite to your RFPs and vendor evaluations?

Cloud Security RFP Vendor Shortlist: Which vendors should you invite to your RFPs and vendor evaluations?

Launching a search for cloud security solutions? Find out who your peer buyers are evaluating among Palo Alto Networks, Orca Security, Wiz, and more.

Dec 5, 2022

8 questions to help you choose the right cloud security vendor

8 questions to help you choose the right cloud security vendor

Evaluating cloud security vendors? We spoke with current customers of Aqua Security, Netskope, and more to determine the 8 key questions you should be asking during evaluation.

Sep 28, 2022

Top cloud security companies — and why customers chose them

Top cloud security companies — and why customers chose them

We spoke with software buyers who recently purchased cloud security solutions to understand product quality, competition, and pricing. Quickly compare Aqua Security, Netskope, Lacework, and more with this Vendor Scorecard.

Sep 26, 2022

Analyzing Microsoft’s growth strategy: How the OS titan is building a new foundation for healthcare

Analyzing Microsoft’s growth strategy: How the OS titan is building a new foundation for healthcare

We mined Microsoft's acquisitions, investments, and partnerships to discern the company's strategic priorities.

Aug 17, 2022

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