OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.
Future revenues in the form of RPO rose 110% on the back of a $250 billion commitment from OpenAI, but Azure growth slowed to ...
The recent share price drop in Microsoft stock looks like an overreaction.
4don MSN
Microsoft delivers strong Q2, but surging capex, in-line Azure growth prompts pullback: analysts
Microsoft (MSFT) delivered another impressive quarter of growth with its second quarter results, but analysts attribute the ...
Microsoft’s next AI catalyst may be hiding in plain sight.
Microsoft’s earnings sell-off highlights investor focus on Azure, with cloud growth and AI capacity limits weighing on the ...
Aligning cloud expenditures with strategic goals is key to avoiding unnecessary costs and optimizing budget. A robust, ...
Microsoft signs $750M Perplexity cloud deal as shares drop 10% on weak Azure growth and margin guidance for Q2 FY26.
Microsoft (NASDAQ: MSFT) reported second-quarter revenue of $81.3 billion, surpassing Wall Street expectations, with Azure cloud services jumping 39% and Microsoft Cloud crossing the $50 billion ...
Microsoft will retire SCOM SQL monitoring packs in 2027, pushing customers toward Azure Monitor and cloud billing.
LinkedIn called off a plan to move technology to Microsoft Azure, a setback for its parent company, which is chasing Amazon Web Services. LinkedIn had announced plans to switch to Azure and away from ...
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