AI revenue run rate reached $13 billion, as the company reported $69.6 billion in revenue for the December quarter, up 12%, ...

Despite lower-than-expected Azure growth, Microsoft's AI and cloud services remain robust. Check out my recommendation for ...

To its credit, Microsoft is in a solid competitive position to benefit from enterprise investment in AI services. Microsoft's ...

DeepSeek integration can strengthen Microsoft's AI capabilities and competitive position. Click here to read why MSFT stock ...

Amazon Web Services growth will be a major factor in Amazon's earnings report Thursday, along with questions about AI demand ...

Meta, Microsoft, and Google parent Alphabet are expecting a cumulative $228 billion in capital expenditures in 2025, driven ...

If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...

Big Tech’s earnings season is nearly over, with just Amazon and Nvidia left to announce their quarterly performance. And ...

The post contains 50 new customer stories, which appear at the beginning of each section of customer lists. The post will be ...

The pressure is on Amazon.com to deliver on lofty expectations for cloud computing in its fourth-quarter results on Thursday, ...

Microsoft MSFT.O has made Chinese startup DeepSeek's R1 artificial intelligence model available on its Azure cloud computing ...

Microsoft is a key backer of OpenAI and it has committed to spending $80 billion on AI infrastructure this year in order to ...