Key Takeaways Microsoft shares dropped after fiscal second-quarter results were reported late Wednesday. Multiple analysts ...
Investors grow concerned that AI expenses and a looming price war in cloud services could blow up its profits.
UBS implements Azure-based assistant to 30,000 staff in Asian and European booking centres through enterprise-scale ...
In a report released yesterday, Andrew Marok from Raymond James reiterated a Buy rating on Microsoft (MSFT – Research Report), with a price ...
AI revenue run rate reached $13 billion, as the company reported $69.6 billion in revenue for the December quarter, up 12%, ...
Enterprise AI workloads and OpenAI training consumed Azure resources last year. “We have been short power and space,” CFO Amy Hood said.
Distilled R1 models can now run locally on Copilot Plus PCs, starting with Qualcomm Snapdragon X first and Intel chips later.
We continue to believe that Microsoft remains uniquely positioned to monetize the vast new AI opportunity across applications ...