The software giant posted earnings just days after the tech sector was sent reeling by the debut of the Chinese AI chatbot ...
AI expenses and a looming price war in cloud services could blow up its profits. Blame it on DeepSeek.
Artificial intelligence was the focus when tech giants Microsoft and Meta kicked off the first round of Big Tech earnings of 2025. Here's what we learned.
Enterprise AI workloads and OpenAI training consumed Azure resources last year. “We have been short power and space,” CFO Amy Hood said.
There's a lot of noise in the AI market at the start of 2025. But Microsoft CEO Nadella has seen it all before.
Microsoft, MSFT, CEO Satya Nadella is expected to talk about DeepSeek, Stargate, Azure, Copilot, AI, GenAI and more on the ...
Both Meta and Microsoft committed to huge investments in artificial intelligence, despite new Chinese software outperforming American rivals at a lower cost.
Overall Microsoft revenue rises again, with AI tools pushing it forward Annual revenue run rate for Microsoft's AI business ...
In Q2 FY2025, Microsoft outperformed top and bottom line estimates, with total revenues increasing +12% y/y to $69.6B (vs.
CEO acknowledges efficiency of DeepSeek, and need to assess model optimisation rather than just buying more AI servers.
Microsoft highlighted the expansion of its artificial intelligence division, which generated $13 billion in sales annually.
Microsoft CEO Satya Nadella believes that DeepSeek will inevitably help the American AI industry rather than hurt it.