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Microsoft, cloud growth

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 · 1d · on MSN
Microsoft drops most since 2020 amid slowing cloud growth
Microsoft Corp. plunged the most in almost six years after reporting record spending and slowing cloud sales growth, fueling investor concerns that it could take longer than expected for the company’s AI investments to pay off.

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 · 1d
Microsoft’s stock declines after Azure cloud growth dips below 40%
 · 1d
Microsoft stock drops 7% on slowing cloud growth, light margin guidance
 · 5h
Microsoft Drops Most Since 2020 Amid Slowing Cloud Growth
Do we have to swallow the 66% increase in CapEx in the quarter for long term rewards with Asia that just aren't showing up quite yet?

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 · 1d
Microsoft Q2 Earnings Beat Estimates as Cloud and AI Drive Results
 · 1d
Microsoft earnings send the stock lower, as cloud growth lacks upside
DatacenterDynamics
1h

Perplexity signs $750m cloud agreement with Microsoft

AI-powered search engine Perplexity has signed a three year $750 million cloud computing agreement with Microsoft, reports Bloomberg. This is the first cloud agreement Perplexity has signed outside of Amazon Web Services (AWS), of which it has a long-term partnership.
1d

Microsoft reports strong cloud earnings in Q2 as gaming declines

Microsoft’s More Personal Computing division was the only business unit to post a revenue decline this quarter.
1don MSN

Microsoft’s earnings surge, elevated by cloud business

The company reported strong growth in Azure cloud-computing segment and an earnings-per-share boost from OpenAI deal
14hon MSN

Is It Time to Buy Microsoft Stock as Its Backlog Soars?

Microsoft's commercial backlog more than doubled year over year, pointing to enormous demand for AI.
1d

Microsoft says OpenAI is driving 45% of the backlog for Azure cloud computing

OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.
Blockonomi
3d

Microsoft (MSFT) Stock: New AI Chip Targets Nvidia’s Cloud Computing Empire

Microsoft launches Maia 200 AI chip on TSMC 3nm for Azure, delivering 10+ petaFLOPS to reduce costs and Nvidia reliance in cloud computing.
AOL
6mon

Amazon vs. Microsoft: Which Cloud Computing Giant Is the Better Buy?

Amazon and Microsoft are the two largest cloud computing companies. Microsoft Azure has been growing more quickly, but a strained relationship with OpenAI leaves some questions. Amazon's AWS, meanwhile, has a vertical integration advantage. But if I had to ...
6h

The Real Reason Microsoft Lost $400 Billion in a Few Hours

Microsoft lost $400bn in hours as investors panicked over AI costs, cloud growth fears and a brutal market reality check.
1don MSN

Microsoft beats expectations, cloud tops $50B as OpenAI and Anthropic deals reshape its business

Microsoft’s big financial bet on artificial intelligence got even bigger in the December quarter, but it also showed continued signs… Read More
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