OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.
Microsoft's stock saw its biggest daily decline since 2020 on Thursday after investors were dismayed by its cloud computing ...
Microsoft has signed a three year, $750 million multi cloud AI infrastructure deal with Perplexity, centered on Azure. The ...
Microsoft (MSFT) just landed a massive $750 million cloud deal with AI search startup Perplexity, but investors aren't ...
Shares dropped the most since March 2020 on Thursday, with investors fleeing the stock amid slower cloud growth and big ...
Microsoft's cloud backlog surged to $625B, with OpenAI driving nearly half the demand, fueling investor concerns over ...
The recent share price drop in Microsoft stock looks like an overreaction.
Microsoft will retire SCOM SQL monitoring packs in 2027, pushing customers toward Azure Monitor and cloud billing.
Future revenues in the form of RPO rose 110% on the back of a $250 billion commitment from OpenAI, but Azure growth slowed to ...
The AMD-based VMs use Azure Boost, Microsoft’s system for offloading infrastructure tasks from the host CPU to specialized ...
Wall Street analysts remained overwhelmingly bullish on Microsoft, even as the stock dipped 12% post-earnings.