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Microsoft, cloud
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 year-over-year (YoY). Within that, server products and cloud services revenue increased by 21 percent (Azure) and other cloud services grew 31 percent.
Microsoft cloud growth constrained by data center shortage
Microsoft said its cloud-computing business will continue to grow slowly in the current quarter as the company struggles to build enough data centers to handle demand for its artificial intelligence products.
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.
18h
on MSN
Microsoft Stock Slumps as Azure 'Execution Issues' Make Analysts Wary
Key Takeaways Microsoft shares dropped after fiscal second-quarter results were reported late Wednesday. Multiple analysts ...
3h
on MSN
Why Microsoft’s investment in AI should start to pay off in 2025
The disruptive elements of the U.S. Stargate program and the release of the Chinese artificial-intelligence company DeepSeek ...
RCR Wireless News
1d
AI infrastructure investment updates from Microsoft, Meta
Wall Street's reaction to DeepSeek notwithstanding, Microsoft and Meta detailed plans to continue investing billions in AI ...
The Next Platform
1d
Azure Can’t Make Up For On Premise Profit Decline At Microsoft
If you think it might be difficult to sell companies general purpose servers when they are frenzied about GenAI and trying to ...
18h
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 ...
CIO
14h
Overcoming the infrastructure challenges to accelerate AI success
IDC studies indicate that CIOs face multiple challenges while addressing the business demands of AI. Finding and retaining people with the requisite skills tops this list. Given that the field of AI ...
9d
on MSN
Microsoft is letting OpenAI get its own AI compute now
The new agreement “includes changes to the exclusivity on new capacity, moving to a model where Microsoft has a right of ...
1d
on MSN
Microsoft Azure disappoints but AI paves path for revenue growth
Microsoft's second quarter fiscal 2025 earnings show impressive growth in AI revenue, despite slightly slower Azure growth. Read more here.
1d
CoreWeave Announces Microsoft Veteran Corey Sanders as New Senior Vice President of Strategy
CoreWeave, the AI Hyperscalerâ„¢, today announced the appointment of Corey Sanders as its new Senior Vice President of Strategy ...
Datacenter Dynamics
3h
Financial services company Euroclear signs seven year cloud deal with Microsoft
Belgium financial services company Euroclear has signed a seven-year cloud deal with Microsoft. Euroclear will use ...
fintechmagazine
4d
Nationwide Deploys Azure OpenAI to Cut Response Times by 66%
Nationwide Integrates Microsoft's Gen AI technology to enhance customer service operations while maintaining human oversight ...
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