The Next Platform2d
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 Analysts Weigh Azure Weakness Against AI Strength: 'Most Compelling Investment Opportunities'
Microsoft Corporation MSFT analysts balance the positives and negatives of Azure’s weakness and strength in AI from the ...
Datacenter Dynamics1d
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 year-over-year (YoY). Within that, server products and cloud services revenue increased ...
Microsoft’s Azure Growth Deceleration and Strategic Challenges Lead to Hold Rating
D.A. Davidson analyst Gil Luria maintained a Hold rating on Microsoft (MSFT – Research Report) yesterday and set a price target of ...
China's DeepSeek-R1 Lands On Microsoft Azure And AWS — The Same Model That Shook Silicon Valley
R1, the Chinese AI model that disrupted Silicon Valley, available on their cloud platforms, intensifying debates over AI cost ...
Microsoft Makes DeepSeek’s R1 Available Via Azure AI Foundry and GitHub
Microsoft is making DeepSeek's R1 AI model available for developers via Azure AI Foundry and GitHub after performing ...
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 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 ...