Microsoft’s AI revenue run rate reaches $13B annually as tech giant tops earnings expectations
AI revenue run rate reached $13 billion, as the company reported $69.6 billion in revenue for the December quarter, up 12%, ...
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Microsoft Azure earnings grow but disappoint, company blames data center capacity constraints
Revenue in Microsoft's 'Intelligent Cloud' segment was $25.5 billion for the quarter, an increase of 19 percent ...
Microsoft's stock drops as cloud growth underwhelms
Microsoft reported its fiscal second-quarter results after Wednesday's closing bell, with investors focused on all things AI.
MSFT Earnings: Microsoft Stock Falls on Weak Cloud Computing Growth
Shares of Microsoft (MSFT) are down after the technology giant reported Fiscal second quarter financial results that showed ...
Microsoft’s AI revenue grows, but its stock falls on lower guidance and spending concerns
Microsoft is a key backer of OpenAI and it has committed to spending $80 billion on AI infrastructure this year in order to ...
Microsoft, Meta CEOs defend hefty AI spending after DeepSeek stuns tech world
"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark ...
DeepSeek is a hot topic on earnings calls this quarter
Executives are increasingly fielding analyst questions about the impact of China's DeepSeek AI on their business — and ...
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Microsoft Partners Weigh In On Channel ‘Challenges’ After CFO Comments
Microsoft partners talk about the GenAI, AI, cloud, security giant’s channel program after weaker Azure numbers in Q2.