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Microsoft Cloud Growth Constrained by Data Center Shortage

Microsoft Corp. 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.

Network World · 1d

Microsoft AI investments cause cloud operating income growth to plunge

Microsoft is stuck in an infrastructure investment arms race that could lead customers to ask difficult questions about costs, said analysts.

MarketWatch · 2d

Microsoft's stock drops as cloud growth underwhelms

Microsoft reported its fiscal second-quarter results after Wednesday's closing bell, with investors focused on all things AI.

DeepSeek, Microsoft

TechCrunch on MSN · 2d

Microsoft brings a DeepSeek model to its cloud

Microsoft has brought one of DeepSeek's models to its cloud, and says that 'distilled' versions of the model will come to Copilot+ PCs soon.

Hosted on MSN · 1d

DeepSeek Is Here to Stay as Microsoft, Perplexity Integrate Its Model

Despite the controversy surrounding the Chinese open-source model, it has received the blessing of US companies that say their versions of it are safer and feature less censorship.

The Verge · 1d

Inside Microsoft’s quick embrace of DeepSeek

The Chinese startup DeepSeek shook up the world of AI last week after showing its supercheap R1 model could compete directly with OpenAI’s o1. While it wiped nearly $600 billion off Nvidia’s market value,

2don MSN

Microsoft’s Cloud Computing Business Hits a Speed Bump

Microsoft reported that its flagship cloud computing business experienced a slowdown in growth amid constraints on data ...

CIO Dive1d

Microsoft races to bring more cloud capacity online

Enterprise AI workloads and OpenAI training consumed Azure resources last year. “We have been short power and space,” CFO Amy ...

12hon MSN

Microsoft is forming a new unit to study AI’s impacts

Microsoft says that it's creating a new unit to will help it understand the implications of AI the company hopes to build.

2don MSN

Microsoft, AWS Could Face U.K. Watchdog Probe Into Cloud Services Market

Microsoft and Amazon Web Services could face an investigation by U.K. regulators after an independent enquiry found that ...

technologyrecord.com18h

Euroclear to use Microsoft cloud and AI as part of new deal

Euroclear, a Belgium-based financial services company that specialises in processing transactions safely and efficiently, has signed a seven-year partnership with Microsoft to move its technology ...

23h

Microsoft’s Strong Financial Performance and Strategic Growth in Cloud and Gaming Bolster Buy Recommendation

Analyst Sachin Mittal of DBS maintained a Buy rating on Microsoft (MSFT – Research Report), retaining the price target of $531.00.Invest with ...

1don MSN

Here’s why Microsoft’s stock got pummeled after it beat revenue and profit forecasts

Investors grow concerned that AI expenses and a looming price war in cloud services could blow up its profits.

1don MSN

Microsoft Stock Slumps as Azure 'Execution Issues' Make Analysts Wary

Microsoft shares tumbled Thursday after the company’s weaker-than-expected fiscal second-quarter cloud growth prompted some analysts to be more cautious about the stock.

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Microsoft, Cloud

DeepSeek, Microsoft

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