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.
Key Takeaways Microsoft shares dropped after fiscal second-quarter results were reported late Wednesday. Multiple analysts ...
If you think it might be difficult to sell companies general purpose servers when they are frenzied about GenAI and trying to ...
Wall Street's reaction to DeepSeek notwithstanding, Microsoft and Meta detailed plans to continue investing billions in AI ...
The disruptive elements of the U.S. Stargate program and the release of the Chinese artificial-intelligence company DeepSeek ...
The new agreement “includes changes to the exclusivity on new capacity, moving to a model where Microsoft has a right of ...
CoreWeave, the AI Hyperscaler™, today announced the appointment of Corey Sanders as its new Senior Vice President of Strategy ...
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 ...
Microsoft is a key backer of OpenAI and it has committed to spending $80 billion on AI infrastructure this year in order to ...
Belgium financial services company Euroclear has signed a seven-year cloud deal with Microsoft. Euroclear will use ...
Microsoft won’t be the sole cloud provider for OpenAI but can decide whether to deliver the capacity or allow another company ...
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