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Microsoft, AI and Cloud

Perplexity inks Microsoft AI cloud deal amid dispute with Amazon

AI startup Perplexity signed a $750 million deal with Microsoft Corp. to use its Azure cloud service, spreading its business beyond longtime cloud partner Amazon.com Inc.

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Perplexity signs $750 million AI cloud deal with Microsoft, Bloomberg News reports

techbooky.com · 1d

Microsoft Earnings Show Rising AI Spend, Cloud Under Scrutiny

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Microsoft’s Earnings Surge Is Overshadowed by Data-Center Spending

Microsoft MSFT 0.22%, one of the biggest winners of the AI boom, showed Wednesday how its new deal with OpenAI is paying off but also indicated that it is spending more than what investors expected.

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Microsoft shrugs off AI bubble fears again with strong financial results

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Microsoft reports huge spending surge due to AI

Microsoft Plunges, Meta Rallies

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Microsoft Plunges, Meta Rallies As Investors Demand AI Payoffs

Microsoft dropped 10%, shedding more than $350 billion in market value after its cloud business failed to impress, while Meta gained 10%.

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Microsoft and Meta earnings put a focus on payoffs from AI spending

CoinDesk · 1d

Meta and Microsoft continue going big on AI spending. Here's how bitcoin miners could benefit

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Microsoft Continues to Spend Big on A.I. While Profit Jumps 60%

The company said on Wednesday that revenue in the most recent quarter was $81.3 billion, but its share price dropped more than 5 percent in after-hours trading.

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Why investors are suddenly nervous about Microsoft and newly confident in Meta

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Microsoft plunges, Meta rallies as investors demand AI payoffs

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Satya Nadella insists people are using Microsoft’s Copilot AI a lot

With Microsoft spending many billions on data centers, and rumors that no one is using its AI, CEO Satya Nadella shared some usage numbers.

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Microsoft just upgraded Copilot AI and you might like these new features

Microsoft just rolled out Copilot upgrades that make it easier to pick up old chats, handle longer prompts, and use Copilot on Mac and iPhone. Some features arrive in waves, starting with memory in the US.

13hon MSN

Slowing cloud growth and huge AI spending: Why Microsoft's stock is plunging the most in nearly 6 years

Shares dropped the most since March 2020 on Thursday, with investors fleeing the stock amid slower cloud growth and big spending on AI.

CRN

Microsoft Q2 Earnings: CEO Nadella Defends AI Investments

Microsoft CEO Satya Nadella talks Copilot, Azure, AI, agents, OpenAI and more on the company’s Q2 earnings call.

Just how much is Microsoft spending on AI?

Microsoft's capital expenditures, viewed as a barometer for artificial-intelligence spending, may have topped a milestone figure in the latest quarter. The company hasn't spent upwards of $20 billion on capital expenditures in any quarter going back at least to the end of 2021,

Microsoft to report Q2 earnings with investors eyeing AI growth and spending

For the quarter, Microsoft is expected to report earnings per share (EPS) of $3.92 on revenue of $80.3 billion, according to Bloomberg analyst consensus estimates. That’s up from an EPS of $3.23 and revenue of $69.6 billion the company saw in Q2 last year.

Microsoft Extends Its Phi Models To Physical AI With Rho-Alpha

Physical AI marks a transition from robots as programmed tools to robots as adaptable collaborators. That transition will unfold over years rather than months, but the foundation models emerging from Microsoft, Nvidia and Google establish the architectural patterns that will shape enterprise robotics for the next decade.

Microsoft reveals second generation of its AI chip in effort to bolster cloud business

With its newest AI chip, Microsoft plans "wider customer availability" after its initial product was only used for internal projects.