Everyone is jumpy about how much capital expenses Microsoft has on the books in 2025 and what it expects to spend on datacenters and their hardware in 2026. But the number that jumped out to us when ...

Microsoft is facing capacity constraints, and OpenAI is driving a large portion of the backlog in its cloud computing business. The company said its backlog in commercial bookings, a metric referred ...

Microsoft is benefiting in multiple ways from its OpenAI investment. Azure has emerged as one of the best clouds to build AI applications on. The tech giant is growing at a solid rate, and the stock ...