Microsoft Corporation MSFT analysts balance the positives and negatives of Azure’s weakness and strength in AI from the ...
If you think it might be difficult to sell companies general purpose servers when they are frenzied about GenAI and trying to ...
Enterprise AI workloads and OpenAI training consumed Azure resources last year. “We have been short power and space,” CFO Amy Hood said.
CNBC's Steve Kovach and Adam Crisafulli, Vital Knowledge, join 'Closing Bell Overtime' to talk Microsoft earnings.
Investors grow concerned that AI expenses and a looming price war in cloud services could blow up its profits.
Microsoft, MSFT, CEO Satya Nadella is expected to talk about DeepSeek, Stargate, Azure, Copilot, AI, GenAI and more on the ...
Microsoft's disappointing Azure numbers are "neutral to modestly negative" for rivals Amazon.com and Alphabet, according to RBC Capital Markets analyst Brad Erickson. Alphabet stock rose 1% while ...
UBS implements Azure-based assistant to 30,000 staff in Asian and European booking centres through enterprise-scale transformation programme ...