Microsoft has signed a three year, $750 million multi cloud AI infrastructure deal with Perplexity, centered on Azure. The ...
Microsoft’s OpenAI partnership delivers billions in AI revenue, but Azure is struggling under the demand.
The tech giant reported higher-than-expected spending on AI infrastructure while growth in its closely watched cloud business ...
Microsoft's cloud backlog surged to $625B, with OpenAI driving nearly half the demand, fueling investor concerns over ...
Microsoft shares fell sharply after hours following its latest earnings, as investors focused on slowing Azure growth, rising infrastructure costs, and the company’s deepening reliance on OpenAI. The ...
Microsoft CFO Amy Hood has shared an internal memo with employees following the company’s latest earnings, highlighting ...
Though Microsoft reported on Azure’s growth rate, it doesn’t break out exact numbers for the cloud business. Instead, those ...
Microsoft's stock saw its biggest daily decline since 2020 on Thursday after investors were dismayed by its cloud computing business not growing enough.
Shares of Microsoft are down 11.7% in Thursday trading after the company reported fiscal second-quarter results that beat ...
Microsoft’s earnings sell-off highlights investor focus on Azure, with cloud growth and AI capacity limits weighing on the ...
This could be a key moment for anyone interested in buying Microsoft stock.
The numbers tell the story: Microsoft’s Azure revenue growth slowed from 40% in Q1 to 39% in Q2. That might seem small, but when you’re spending $70+ billion in a single year and the market has priced ...
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