Why Microsoft’s investment in AI should start to pay off in 2025
The disruptive elements of the U.S. Stargate program and the release of the Chinese artificial-intelligence company DeepSeek ...
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Why DeepSeek Is Great for AI and HPC and No Big Deal for Data Centers
The announcement of DeepSeek's R1 model led to significant market reactions, with notable declines in tech stocks, including ...
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 ...
Microsoft Corporation (MSFT): Azure AI Drives Record Revenue Growth
We recently published a list of Coatue’s 35 Most Important AI Stocks. In this article, we are going to take a look at where Microsoft Corporation (NASDAQ:MSFT) stands against Coatue’s other most ...
Microsoft’s AI revenue grows, but its stock falls on lower guidance and spending concerns
Microsoft is a key backer of OpenAI and it has committed to spending $80 billion on AI infrastructure this year in order to ...
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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 ...
Microsoft demonstrates AI monetization growth outside of infrastructure
Microsoft (NASDAQ:MSFT) demonstrated the ability to monetize artificial intelligence outside of infrastructure in its second ...