Microsoft, cloud growth
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By Deborah Mary Sophia, Aditya Soni and Stephen Nellis Jan 28 (Reuters) - Microsoft said on Wednesday it had spent a record amount on artificial intelligence in the last quarter and posted slower cloud-computing growth,
OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.
Microsoft’s More Personal Computing division was the only business unit to post a revenue decline this quarter.
Though Microsoft reported on Azure’s growth rate, it doesn’t break out exact numbers for the cloud business. Instead, those are bundled with the company’s Intelligent Cloud business segment, which generated $32.91 billion in sales, up 29% from a year earlier and above the Street’s consensus estimate of $32.4 billion.
Microsoft’s finances look more favorable after OpenAI completed a restructuring. But computing capacity and talent are cutting into Microsoft's margin.
The tech giant's cloud backlog is growing quickly, but can these catalysts live up to the software giant's huge AI-driven spending?
Microsoft's stock is up just 1% over the past year.
Microsoft CEO Satya Nadella talks Copilot, Azure, AI, agents, OpenAI and more on the company’s Q2 earnings call.
Microsoft launches Maia 200 AI chip on TSMC 3nm for Azure, delivering 10+ petaFLOPS to reduce costs and Nvidia reliance in cloud computing.
Microsoft will provide Azure cloud service offerings to support the Air Force Cloud One program and its users.
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Microsoft beats expectations, cloud tops $50B as OpenAI and Anthropic deals reshape its business
Microsoft’s big financial bet on artificial intelligence got even bigger in the December quarter, but it also showed continued signs… Read More