Investors tend to correlate CAPEX with Azure growth too directly and ignore other initiatives of Microsoft. Rising CAPEX (66% ...

Melius Research downgraded Microsoft to Hold from Buy on Monday, citing mounting capital expenditure pressures and valuation concerns ...

Microsoft’s top sales executive told staff on Friday that the company was uniquely positioned to compete against a new OpenAI ...

Capital expenditure and not new features could now become the clearest signal of cloud resilience, analysts say.

It is at present a clear sign that the world of technology has shifted almost entirely to the cloud. Whether it is Netflix ...

Discover 10 top online IT certifications that boost tech job prospects and supercharge your tech career training with ...

It’s been a busy time for Microsoft lately, with a whole lot of news coming out about their work in artificial intelligence.

After Microsoft (NASDAQ: MSFT) reported its fiscal 2026 second-quarter results on Jan. 28, its stock crashed by 10%. That was ...

The Maia 200 deployment demonstrates that custom silicon has matured from experimental capability to production ...

Perplexity has signed a three-year, $750 million deal with Microsoft to use Azure cloud services while maintaining AWS as its ...

Last September, Nvidia (NASDAQ:NVDA) and OpenAI lit up the AI world with the announcement of a letter of intent for a “landmark strategic partnership” to deploy at least 10 gigawatts of Nvidia systems ...