Microsoft: Q3 Shows Azure On Cloud Nine, But Sadly So Is The Valuation

Microsoft's Q1 beat estimates, but shares fell on spending and slower Azure growth. Read here for a deeper investment ...
DIGITIMES

AI demand fuels surge in data center capex by Microsoft, Alphabet, and Meta

Cloud service providers are rapidly expanding AI capabilities, leading to increased capex and major investment in data center infrastructure. Microsoft CEO Satya Nadella revealed that 80,000 customers ...
CIO Dive

Microsoft reports $49B in cloud revenue despite capacity woes

In the midst of an outage, Microsoft’s CFO reported that its Azure revenue growth was hampered by a capacity shortage that ...

Microsoft continues to add AI capacity as analysts expect Azure to accelerate

Microsoft (MSFT) produced year-over-year revenue growth of more than 18% for the second consecutive quarter as analysts point ...
CRN

Microsoft Q1 Earnings: CEO Nadella Says ‘Fungible’ Asset Strategy Key In AI Race

Microsoft CEO Satya Nadella said the company is staying responsible with AI investments through fungible assets applicable to ...

Meta, Google, and Microsoft Triple Down on AI Spending

Three of the biggest US tech companies reported record profits and record infrastructure spending on Wednesday, fueling ...

Microsoft Is Dramatically Boosting AI Investments as It Races to Keep Up With Demand

Microsoft reported a massive spike in its spending as the tech giant works to meet booming demand for artificial intelligence ...