Microsoft shares slide as cloud forecast, AI spending disappoint
Microsoft's Azure unit reported revenue growth of 31% in the quarter, missing Visible Alpha estimates of 31.8%. Microsoft's ...
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Microsoft Stock Slips On Slower Azure Growth And Capital Spending Questions
Microsoft’s forecast for its cloud computing business has cast a shadow over investor confidence, with shares dropping 4.5 ...
Microsoft has kind words for DeepSeek AI, offers it to customers
Microsoft plans to spend $108 billion on data centres this fiscal year to meet customers' AI demands. Read more at ...
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," Meta CEO Mark Zuckerberg said on a post-earnings call. Satya Nadella, CEO of ...
Why DeepSeek is great news for Microsoft and software stocks
DeepSeek’s success initially rattled investors’ assumptions about the AI spending wave that has swept through Silicon Valley ...
DeepSeek’s AI Innovation: What It Means For Investors And Big Tech
DeepSeek’s AI breakthrough challenges Big Tech with a cheaper, efficient model. This may be bad for the incumbents, but good ...
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DeepSeek AI Controversy Looms As Microsoft Reports Strong Q4 Earnings
Microsoft reports strong Q2 earnings amid DeepSeek AI controversy, highlighting robust financial performance and ongoing AI ...
Microsoft, Meta stare down DeepSeek threat, making big reveals
DeepSeek will not derail Microsoft and Meta spending a combined $US145bn ($232.3bn) on artificial intelligence this year, ...
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Microsoft reports 10% quarterly profit growth amid huge AI investment
Building and operating AI systems is costly, and Microsoft has said it plans to spend 80 billion dollars (£64.38 billion) this year as it expands its global network of energy-hungry computing centres ...
Microsoft stock falls almost 5% after modest Azure growth
Microsoft (MSFT) shares fell by around 5% during after-hours trading on Wednesday after it reported Azure cloud computing ...
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%, ...
Microsoft says AI revenue has surpassed $13 billion annual run rate
Microsoft CEO Satya Nadella told analysts on the company's earnings call that its revenue from AI has surpassed an annual run rate of $13 billion. He said Microsoft has more than 200,000 monthly users ...