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 ...

Does Azure AI Growth Make Microsoft Stock a Buy Ahead of Q2 Earnings?

MSFT heads into Q2 earnings with Azure projecting 37% cc growth as AI partnerships, Ignite launches and new infrastructure ...

Microsoft's quarter shows once again that it must get its growth to spending ratio right

But shares slid Wednesday evening as Azure failed to deliver meaningful growth upside. In-line guidance did little to change ...
GovCon Wire

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.

Microsoft shares drop on softer Azure momentum and higher capex

Microsoft (NASDAQ:MSFT) reported second-quarter earnings that beat analyst expectations, but shares fell 4.7% in after-hours trading as Azure cloud growth merely met market forecasts rather than ...
SiliconANGLE

Cloud Quarterly: Azure AI pop, AWS supply pinch and Google execution

Artificial intelligence is currently running on a one-lane CapEx highway that is capacity-constrained. Hyperscaler cloud providers are the largest contributor to the momentum and as such, investors ...

Microsoft demand backlog doubles to $625 billion thanks to OpenAI, but hefty spending and slower revenue growth spook investors

Future revenues in the form of RPO rose 110% on the back of a $250 billion commitment from OpenAI, but Azure growth slowed to ...