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Microsoft, Azure
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 by 21 percent (Azure) and other cloud services grew 31 percent.
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 build enough data centers to handle demand for its artificial intelligence products.
Microsoft's Azure cloud-computing business comes up short
Beyond the headline numbers, investors focus heavily on growth for Microsoft's Azure cloud-computing business — and that came up short this time around. Microsoft reported 31% growth for Azure in constant currency.
Microsoft, AI and GitHub
Microsoft rolls out DeepSeek's AI model on Azure platform
Microsoft MSFT.O has made Chinese startup DeepSeek's R1 artificial intelligence model available on its Azure cloud computing platform and GitHub tool for developers, the U.S. company said on Wednesday. The AI model will be available in the model catalog on the platforms and will join more than 1,800 models that Microsoft is offering.
Microsoft makes DeepSeek’s R1 model available on Azure AI and GitHub
Microsoft is bringing Chinese AI company DeepSeek’s R1 model to its Azure AI Foundry platform and GitHub today. The R1 model, which has rocked US financial markets this week because it can be trained at a fraction of the cost of leading models from OpenAI,
Microsoft just added DeepSeek R1 to Azure AI Foundry and GitHub
Microsoft made DeepSeek's groundbreaking R1 AI model available on the Azure AI Foundry platform as well as GitHub.
1d
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 ...
The Next Platform
1d
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 ...
2d
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 ...
2d
on MSN
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.
CRN
15h
Microsoft Partners Weigh In On Channel ‘Challenges’ After CFO Comments
Microsoft partners talk about the GenAI, AI, cloud, security giant’s channel program after weaker Azure numbers in Q2.
1d
on MSN
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 ...
23h
Sam Altman Thanks Satya Nadella, Jensen Huang As OpenAI Deploys NVIDIA's GB200 On Microsoft Azure, Boosting Performance By 30X
OpenAI CEO Sam Altman announced a technological milestone on Friday, revealing the deployment of NVIDIA Corp.'s first full ...
CRN
1d
Microsoft Q2 2025 Earnings Preview: 5 Things To Know
Microsoft, MSFT, CEO Satya Nadella is expected to talk about DeepSeek, Stargate, Azure, Copilot, AI, GenAI and more on the ...
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DeepSeek
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Artificial intelligence
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