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Microsoft, cloud
Microsoft Azure earnings grow but disappoint, company blames data center capacity constraints
Revenue in Microsoft's 'Intelligent Cloud' segment was $25.5 billion for the quarter, an increase of 19 percent year-over-year (YoY). Within that, server products and cloud services revenue increased by 21 percent (Azure) and other cloud services grew 31 percent.
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 build enough data centers to handle demand for its artificial intelligence products.
Microsoft's stock drops as cloud growth underwhelms
Microsoft reported its fiscal second-quarter results after Wednesday's closing bell, with investors focused on all things AI.
2d
Microsoft rolls out DeepSeek's AI model on Azure platform
Microsoft MSFT.O has made Chinese startup DeepSeek's R1 artificial intelligence model available on its Azure cloud computing ...
The Next Platform
1d
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 ...
1d
Microsoft Boosts Azure with DeepSeek’s Powerful AI Model
Microsoft Corporation (MSFT) launched the highly popular DeepSeek R1, a powerful AI model, on its Azure cloud platform GitHub ...
10h
on MSN
Why Microsoft’s investment in AI should start to pay off in 2025
The disruptive elements of the U.S. Stargate program and the release of the Chinese artificial-intelligence company DeepSeek ...
12h
China's DeepSeek-R1 Lands On Microsoft Azure And AWS — The Same Model That Shook Silicon Valley
R1, the Chinese AI model that disrupted Silicon Valley, available on their cloud platforms, intensifying debates over AI cost ...
1d
Microsoft’s Azure Growth Deceleration and Strategic Challenges Lead to Hold Rating
D.A. Davidson analyst Gil Luria maintained a Hold rating on Microsoft (MSFT – Research Report) yesterday and set a price target of ...
1d
Microsoft sees Azure growth at 31% to 32% in fiscal third quarter
Microsoft CFO Amy Hood said the company expects its Azure cloud- services business to grow at about 31% to 32% in the fiscal third quarter. Wall Street has been expecting Azure growth of 31.7% for the ...
1d
on MSN
Microsoft makes DeepSeek’s R1 model available on Azure AI and GitHub
Microsoft has moved surprisingly quickly to bring R1 to its Azure customers.
3d
DeepSeek: Microsoft's Massive Value Catalyst
Microsoft benefits from DeepSeek’s revolutionary AI models. Find out why MSFT stock offers strong growth potential with ...
CRN
1d
Microsoft Q2 2025 Earnings Preview: 5 Things To Know
Microsoft, MSFT, CEO Satya Nadella is expected to talk about DeepSeek, Stargate, Azure, Copilot, AI, GenAI and more on the ...
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