Microsoft's cloud backlog surged to $625B, with OpenAI driving nearly half the demand, fueling investor concerns over ...

OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.

The cloud changed IT forever. And then containers changed the cloud. And then Kubernetes changed containers. And then microservices usurped monoliths, and so it goes in the cloudscape. Microsoft's ...

Microsoft shares fell sharply after hours following its latest earnings, as investors focused on slowing Azure growth, rising ...

Microsoft Azure's AI inference accelerator Maia 200 aims to outperform Google TPU v7 and AWS Inferentia with 10 Petaflops of FP4 compute power.

Microsoft's capital expenditure jumped to $10.7 billion this past quarter as the company said it was spending heavily on data centers, compute, and networking. Already up from the previous quarter's ...

Learn everything you need to know about two of the leading cloud-based infrastructure as a service providers, including how ...

Microsoft, Nvidia and Anthropic have entered into a far-reaching partnership that blends new investments with a large multiyear cloud commitment, tightening ties among three major players in ...

Microsoft is not just the world’s biggest consumer of OpenAI models, but also still the largest partner providing compute, networking, and storage to ...

Microsoft’s deal with OpenAI has ‘evolved’ to include a right of first refusal on supplying new capacity. Microsoft’s deal with OpenAI has ‘evolved’ to include a right of first refusal on supplying ...

AI search startup Perplexity signed a $750 million, three-year deal with Microsoft to run multiple frontier AI models on Azure, diversifying compute access while keeping AWS as its primary cloud ...

Microsoft stock gets a $655 target from Goldman Sachs, citing strong AI positioning and over 20% EPS growth potential by fiscal 2030.