Microsoft says OpenAI is driving 45% of the backlog for Azure cloud computing

OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.

Microsoft beats Q2 earnings as Azure jumps 39% and cloud revenue tops $50B

Microsoft (NASDAQ: MSFT) reported second-quarter revenue of $81.3 billion, surpassing Wall Street expectations, with Azure cloud services jumping 39% and Microsoft Cloud crossing the $50 billion ...

Microsoft shares slide despite strong cloud growth. Is it time to buy the dip?

The recent share price drop in Microsoft stock looks like an overreaction.
Analytics Insight

Azure and OpenAI Illustrate How Cloud Computing is the Backbone of Modern Digital Services

Cloud computing is rarely front-facing, but at the same time, it underpins a lot of data-intensive and scalable digital ...

Microsoft capital spending jumps, cloud revenue fails to impress, shares drop after hours

By Deborah Mary Sophia, Aditya Soni and Stephen Nellis Jan 28 (Reuters) - Microsoft said on Wednesday it had spent a record ...

Is It Time to Buy Microsoft Stock as Its Backlog Soars?

Microsoft's commercial backlog more than doubled year over year, pointing to enormous demand for AI.

Microsoft beats expectations, cloud tops $50B as OpenAI and Anthropic deals reshape its business

Microsoft’s big financial bet on artificial intelligence got even bigger in the December quarter, but it also showed continued signs… Read More ...

Microsoft falls after Azure growth misses momentum amid AI splurge

Microsoft shares slumped after record AI-driven capital spending and a slowdown in Azure growth reignited investor concerns ...
GovCon Wire

Microsoft Awarded $170M Air Force Task Order to Support Cloud One

Microsoft will provide Azure cloud service offerings to support the Air Force Cloud One program and its users.