Microsoft cloud growth constrained by data center shortage
Microsoft said its cloud-computing business will continue to grow slowly in the current quarter as the company struggles to ...
Network World22h
Microsoft first raises doubts about DeepSeek and then adds it to its cloud
Both OpenAI and Microsoft are reportedly probing the Chinese startup to check if it accessed and used OpenAI’s technology to ...
Microsoft shares sink despite quarterly beat, Azure growth in line
CNBC's Steve Kovach and Adam Crisafulli, Vital Knowledge, join 'Closing Bell Overtime' to talk Microsoft earnings.
Microsoft shares slide as cloud forecast, AI spending disappoint
Microsoft on Wednesday forecast disappointing growth in its cloud computing business, sending its shares down 4.5% in ...
Datacenter Dynamics17h
Microsoft Azure earnings disappoint, company blames data center capacity constraints
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)" ...
What's Happening With MSFT Stock?
The company reported revenue of $69.6 billion and earnings of $3.23 per share, compared to the consensus estimates of $68.8 ...
Microsoft: An Overlooked Metric Flashes Cash Flow Conversion Risks
Microsoft's net working capital has been gradually increasing and leading to a worse FCF conversion. Read why I remain ...
The Next Platform16h
Azure Can’t Make Up For On Premise Profit Decline At Microsoft
If you think it might be difficult to sell companies general purpose servers when they are frenzied about GenAI and trying to ...