Azure Cloud Computing

Azure, Microsoft

Microsoft says OpenAI is driving 45% of the backlog for Azure cloud computing

Microsoft is facing capacity constraints, and OpenAI is driving a large portion of the backlog in its cloud computing business.

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Microsoft’s stock declines after Azure cloud growth dips below 40%

· 20h

Microsoft falls after Azure growth misses momentum amid AI splurge

· 18h

Microsoft Drops Most Since 2020 Amid Slowing Cloud Growth

Microsoft Corp. plunged the most in almost six years after reporting record spending and slowing cloud sales growth, fueling investor concerns that it could take longer than expected for the company’s...

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Microsoft’s Earnings Surge Is Overshadowed by Data-Center Spending

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Microsoft’s AI spending and disappointing cloud growth overshadow strong profits

Microsoft beats Q2 earnings as Azure jumps 39% and cloud revenue tops $50B

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 quarterly revenue milestone for the first time.

Microsoft merely meets expectations in the cloud, sending the stock lower

Microsoft saw its Azure cloud-computing business grow revenue at a 38% clip in the December quarter, when adjusting for currency. But Wall Street seemed to want more. That growth came in line with the FactSet consensus,

1don MSN

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 continued signs… Read More

11m

Why Microsoft investors fixated on Azure after the earnings report

Microsoft’s earnings sell-off highlights investor focus on Azure, with cloud growth and AI capacity limits weighing on the stock.

23h

‘Not seeing the forest for the trees’: Analysts look past Azure miss as Microsoft slides post-earnings

Wall Street analysts remained overwhelmingly bullish on Microsoft, even as the stock dipped 12% post-earnings.

1don MSN

Microsoft capital spending jumps, cloud revenue fails to impress, shares drop after hours

By Deborah Mary Sophia, Aditya Soni and Stephen Nellis Jan 28 (Reuters) - Microsoft said on Wednesday it had spent a record amount on artificial intelligence in the last quarter and posted slower cloud-computing growth,

Cryptopolitan on MSN

Microsoft introduces Maia 200 to reduce AI cloud costs and power use

Microsoft has unveiled its second-generation artificial intelligence chip, Maia 200, as it pushes to strengthen its cloud business and ease reliance on Nvidia processors. Demand for artificial intelligence computing power has skyrocketed,