Microsoft's cloud growth in focus as doubts grow over AI spending
Microsoft has spent months touting a rebound in its Azure cloud business and its quarterly revenue forecast on Wednesday will show whether billion-dollar bets on artificial intelligence are propelling increased growth in its main profit engine.
Following the recent $500bn "Stargate" data center initiative announced by OpenAI, Microsoft is no longer the AI company's exclusive cloud provider though retains the "right of first refusal (ROFR)" ...
Microsoft reported that its flagship cloud computing business experienced a slowdown in growth amid constraints on data ...
Enterprise AI workloads and OpenAI training consumed Azure resources last year. “We have been short power and space,” CFO Amy Hood said.
STORY: Tech giants Microsoft and Meta failed to impress the market on Wednesday as both companies delivered glum outlooks.:: ...
Fresh on the heels of a controversy in which ChatGPT maker OpenAI accused the Chinese company behind DeepSeek R1 of using its AI model outputs against its terms of service, OpenAI's largest investor ...
Microsoft recently pulled its underwater data center from the seabed floor, discovering that the 864 servers inside were eight times more reliable than those on land. After two years of being ...
Microsoft said that its capital expenditures soared in its fiscal second quarter $22.6 billion, up 96% from $11.5 billion a year ago, to support the demand in its cloud and AI offerings. In its slides ...
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