Microsoft’s OpenAI partnership delivers billions in AI revenue, but Azure is struggling under the demand.

Microsoft is escalating the AI arms race with a new generation of in-house silicon, positioning its latest accelerator as a ...

OpenAI has released its first set of open-weight models since GPT-2, and Microsoft is accelerating developer adoption by launching these models-gpt-oss-120b and gpt-oss-20b--on both Azure AI Foundry ...

MSFT, signed a three year, US$750 million Azure agreement with AI startup Perplexity. Perplexity plans to deploy models from OpenAI, Anthropic, and xAI through Microsoft Foundry as part of a multi ...

Artificial intelligence is currently running on a one-lane CapEx highway that is capacity-constrained. Hyperscaler cloud providers are the largest contributor to the momentum and as such, investors ...

Microsoft CFO Amy Hood has shared an internal memo with employees following the company’s latest earnings, highlighting ...

Microsoft CEO Satya Nadella directly equates the future of AI models (foundation/LLMs) to the historical evolution of the ...

Technology giant Microsoft (NASDAQ:MSFT) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 16.7% year on year to $81.27 billion. Its non-GAAP profit of $5.16 per ...

Recent global online outages caused by Amazon's AWS and Microsoft Azure have added reinforcement to Alphabet Inc.'s Google Cloud Platform's rising importance for enterprise cloud strategies.

Microsoft shares slid more than 6% after hours despite a strong earnings beat as investors questioned the near-term return on the company's surging AI-driven capital spending.

Wall Street analysts remained overwhelmingly bullish on Microsoft, even as the stock dipped 12% post-earnings.