Chinese AI startup DeepSeek's model led to increased scrutiny on Microsoft's AI spending.
Revenue in Microsoft's 'Intelligent Cloud' segment was $25.5 billion for the quarter, an increase of 19 percent ...
Microsoft partners talk about the GenAI, AI, cloud, security giant’s channel program after weaker Azure numbers in Q2.
Executives are increasingly fielding analyst questions about the impact of China's DeepSeek AI on their business — and ...
Microsoft is a key backer of OpenAI and it has committed to spending $80 billion on AI infrastructure this year in order to ...
"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark ...
“We are innovating across our tech stack and helping customers unlock the full ROI of AI to capture the massive opportunity ...
Microsoft reported its fiscal second-quarter results after Wednesday's closing bell, with investors focused on all things AI.
AI revenue run rate reached $13 billion, as the company reported $69.6 billion in revenue for the December quarter, up 12%, ...