WALL STREET's apprehension about the cost of developing artificial intelligence (AI) technology has been simmering beneath ...

Wall Street’s apprehension about the cost of developing artificial intelligence technology has been simmering beneath the surface of the stock market for months. Now it’s starting to boil over.

Microsoft Earnings Call Signals Powerful AI Tailwinds Amid Margin Strain Microsoft’s latest earnings call painted a picture of a company in the middle of a powerful AI-driven upcycle, with record ...

Microsoft has signed a three year, $750 million multi cloud AI infrastructure deal with Perplexity, centered on Azure. The ...

Last quarter, increased capital spending was interpreted as a signal for enthusiasm and confidence. But artificial ...

In today’s fast-paced business environment, efficiency is a critical factor for success. Leveraging the right technology can transform workflows, improve collaboration, and reduce operational costs.

While heavy AI infrastructure spending may pressure Microsoft’s margins in the near term, it also reflects strong demand.

The numbers tell the story: Microsoft’s Azure revenue growth slowed from 40% in Q1 to 39% in Q2. That might seem small, but when you’re spending $70+ billion in a single year and the market has priced ...

Microsoft learned this lesson the hard way, watching $357 billion in market value evaporate despite beating earnings expectations. The culprit wasn’t weak demand or poor execution, it was something ...

Microsoft and Meta’s latest earnings calls offered a concentrated look at the AI data center buildout, revealing how ...