Microsoft cloud growth constrained by data center shortage
Microsoft said its cloud-computing business will continue to grow slowly in the current quarter as the company struggles to ...
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 ...
CIO Dive3h
Microsoft races to bring more cloud capacity online
Enterprise AI workloads and OpenAI training consumed Azure resources last year. “We have been short power and space,” CFO Amy Hood said.
What's Happening With MSFT Stock?
The company reported revenue of $69.6 billion and earnings of $3.23 per share, compared to the consensus estimates of $68.8 ...
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.
Datacenter Dynamics11h
Microsoft Azure earnings disappoint, company blames data center capacity constraints
Following the recent $500bn "Stargate" data center initiative announced by OpenAI, Microsoft is no longer the AI company's exclusive cloud provider though retains the "right of first refusal (ROFR)" ...
The Next Platform21h
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 Stock Slumps as Azure 'Execution Issues' Make Analysts Wary
Key Takeaways Microsoft shares dropped after fiscal second-quarter results were reported late Wednesday. Multiple analysts ...