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Microsoft, Azure cloud revenue

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Highlights
 · 11h · on MSN
Microsoft shares plummet 11%—most since 2020—after slowing cloud growth
Revenue from the company’s cloud computing unit failed to meet analysts’ expectations.

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 · 1d · on MSN
Microsoft’s earnings surge, elevated by cloud business
 · 1d
Microsoft’s stock declines after Azure cloud growth dips below 40%
 · 1d
Microsoft is making AI seem less like a cost and more like a business driver, this analyst says
While Microsoft's stock reaction would suggest otherwise, Emarketer analyst Jeremy Goldman thought the latest quarter "did what Microsoft needed it to."

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 · 1d
Microsoft Continues to Spend Big on A.I. While Profit Jumps 60%
 · 1d
Just how much is Microsoft spending on AI?
 · 10h
Big tech results show investor demand for payoffs from heavy AI spending
Shares of the Instagram parent surged more than 9% on strong sales, while those of Microsoft slumped 10% after its cloud business failed to impress.

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CoinDesk · 1d
Meta and Microsoft continue going big on AI Spending. Here's how bitcoin miners could benefit
 · 1d
Microsoft reports huge spending surge due to AI
1don MSN

Microsoft says OpenAI is driving 45% of the backlog for Azure cloud computing

OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.
1d

Microsoft reports strong cloud earnings in Q2 as gaming declines

Microsoft’s More Personal Computing division was the only business unit to post a revenue decline this quarter.
RTÉ Ireland
18h

Microsoft capital spending jumps, cloud revenue fails to impress

Microsoft said it had spent a record amount on artificial intelligence in the last quarter and posted slower cloud-computing growth, worrying investors who had expected a major payoff from the outlay and its mega-deal with OpenAI.
CRN
14h

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.
Blockonomi
2d

Microsoft (MSFT) Stock: New AI Chip Targets Nvidia’s Cloud Computing Empire

Microsoft launches Maia 200 AI chip on TSMC 3nm for Azure, delivering 10+ petaFLOPS to reduce costs and Nvidia reliance in cloud computing.
AOL
6mon

Amazon vs. Microsoft: Which Cloud Computing Giant Is the Better Buy?

Amazon and Microsoft are the two largest cloud computing companies. Microsoft Azure has been growing more quickly, but a strained relationship with OpenAI leaves some questions. Amazon's AWS, meanwhile, has a vertical integration advantage. But if I had to ...
GovCon Wire
7d

Microsoft Awarded $170M Air Force Task Order to Support Cloud One

Microsoft will provide Azure cloud service offerings to support the Air Force Cloud One program and its users.
1don MSN

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
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