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Microsoft's cloud growth in focus
Microsoft's underperformance has investors looking to cloud for growth
Microsoft’s stock has badly lagged its tech peers in the past year as cloud growth has been basically stagnant in recent quarters.
Microsoft's cloud growth in focus as doubts grow over AI spending
Microsoft has spent months touting a rebound in its Azure cloud business and its quarterly revenue forecast on Wednesday will show whether billion-dollar bets on artificial intelligence are propelling increased growth in its main profit engine.
Microsoft’s AI strategy, Azure cloud business in focus during Q2 earnings
When Microsoft (NASDAQ:MSFT) posts second quarter results on Wednesday, investors will be looking at Azure cloud service growth, along with insights on the tech giant’s plan to compete with new entrants in the AI landscape.
7h
on MSN
UK seeks greater regulatory power over Microsoft and Amazon Web Services' cloud computing services
The UK's Competition and Markets Authority (CMA) has announced its preliminary findings that the cloud services market "is ...
7h
on MSN
UK says cloud computing market not working effectively
The cloud computing market is not working effectively and Britain's antitrust watchdog should use new powers to investigate ...
13h
Microsoft's AI Revenue Set To Surpass $10 Billion: Piper Sandler Maintains Overweight Rating
Microsoft Corporation's cloud computing platform, Azure's workloads could push its artificial intelligence revenue to $10 ...
Datacenter Dynamics
6h
UK's CMA finds elements of cloud computing market has 'adverse effect on competition'
The UK's Competition and Markets Authority (CMA) has released its provisional findings for its cloud services market ...
6d
Microsoft loses status as OpenAI's exclusive cloud provider
Microsoft won’t be the sole cloud provider for OpenAI but can decide whether to deliver the capacity or allow another company ...
7d
Microsoft Changes OpenAI Pact to Allow Use of Rival Cloud Services
The software giant was previously the exclusive cloud provider for OpenAI and now retains right of first refusal.
1d
on MSN
What Analysts Think of Microsoft Stock Ahead of Earnings
Microsoft is set to report fiscal second-quarter earnings after the market closes Wednesday, with analysts largely bullish ...
2h
Microsoft Edge will soon protect you from these scary scams that even Chrome can't
This new built-in security feature aims to keep users from falling for malware that attempts to trick them into giving out ...
1d
Microsoft Has A Unique Consumer AI Opportunity, With Or Without OpenAI
Microsoft gains $4.5 billion of annual revenue for every $1 increase in monthly fees from Microsoft 365/Office users. Read ...
8h
on MSN
Amazon and Google ‘should face probe over cloud service competition concerns’
An independent inquiry report has told the UK’s competition watchdog to consider investigating AWS and Microsoft’s cloud ...
6d
on MSN
Microsoft and OpenAI tweak the terms of their cloud deal, enabling $500B Stargate AI project
Microsoft will no longer be the exclusive provider of new cloud computing capacity to OpenAI — a new twist in their ...
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