The Next Platform2d
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 ...
Microsoft Analysts Weigh Azure Weakness Against AI Strength: 'Most Compelling Investment Opportunities'
Microsoft Corporation MSFT analysts balance the positives and negatives of Azure’s weakness and strength in AI from the ...
Datacenter Dynamics1d
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 ...
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 ...
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 ...
Microsoft shares sink despite quarterly beat, Azure growth in line
CNBC's Steve Kovach and Adam Crisafulli, Vital Knowledge, join 'Closing Bell Overtime' to talk Microsoft earnings.
Microsoft Azure disappoints but AI paves path for revenue growth
Microsoft's second quarter fiscal 2025 earnings show impressive growth in AI revenue, despite slightly slower Azure growth. Read more here.
Microsoft shares slide as cloud forecast, AI spending disappoint
Microsoft on Wednesday forecast disappointing growth in its cloud computing business, sending its shares down 4.5% in ...