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Microsoft's AI business is booming

Microsoft's AI business is booming. It's not enough to soothe investors.

Microsoft reported lower-than-expected revenue growth for its AI and cloud divisions as scrutiny grows over tech's AI investments.

The Verge on MSN · 15h

Microsoft’s AI business is booming — Xbox, not so much

Microsoft’s cloud and AI businesses are doing pretty well — and their impact is being felt across the company. In its Q2 2025 earnings, Microsoft announced revenue of $69.6 billion for the quarter, up 12 percent year-over-year, and net income of $24.1 billion, which is up 10 percent year-over-year.

MarketWatch on MSN · 15h

Microsoft investors are ignoring this number that suggests better growth ahead

Microsoft Corp. investors focused on the company’s disappointing revenue of its Azure cloud business on Wednesday, but they should also be looking at another number indicative of future growth: bookings.

Microsoft shares slide

Reuters · 13h

Microsoft shares slide as cloud forecast, AI spending disappoint

Microsoft on Wednesday forecast disappointing growth in its cloud computing business, sending its shares down 4.5% in after-hours trading as investors worry about big spending, elusive artificial intelligence revenue and competition from cheaper AI models from China.

The Financial Times · 16h

Microsoft’s cloud sales disappoint as it struggles to meet AI demand

Microsoft’s vast cloud division posted slower growth than Wall Street forecast as the tech group struggled to keep pace with customer demand for artificial intelligence-related services. The Seattle-based software group beat analysts’ expectations for revenue and net income in the quarter ending in December,

Investopedia on MSN · 20h

Microsoft Stock Slips as Intelligent Cloud Revenue Falls Short of Expectations

Microsoft (MSFT) shares moved lower in late-Wednesday trading as the tech giant reported fiscal second-quarter Intelligent Cloud revenue that missed analysts’ expectations. The company saw revenue rise 12% year-over-year to $69.

Microsoft, DeepSeek

Reuters · 22h

Microsoft rolls out DeepSeek's AI model on Azure

Microsoft has made Chinese startup DeepSeek's R1 artificial intelligence model available on its Azure cloud computing platform and GitHub tool for developers, the U.S. company said on Wednesday.

TechCrunch on MSN · 19h

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 · 4h

Microsoft just announced that it's bringing DeepSeek R1 models to Windows 11 Copilot+ PCs

Microsoft has announced that it is bringing distilled DeepSeek R1 to Copilot+ PCs, with the NPU-optimized AI model coming to Snapdragon X PCs first.

7hon MSN

Microsoft’s AI revenue run rate reaches $13B annually as tech giant tops earnings expectations

AI revenue run rate reached $13 billion, as the company reported $69.6 billion in revenue for the December quarter, up 12%, ...

21h

Microsoft earnings: AI is the big theme as investors focus on cloud growth, DeepSeek

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

2hon MSN

Microsoft cloud growth constrained by data center shortage

Microsoft said its cloud-computing business will continue to grow slowly in the current quarter as the company struggles to ...

Microsoft Stock Is Now in a Correction -- Is This a Buying Opportunity?

It's worth noting that Microsoft isn't a cheap stock. Even after this move, Microsoft trades for about 30.5 times forward ...

Microsoft1h

Accelerate employee AI skilling: Insights from Microsoft

Learn Microsoft’s best practices for implementing AI skill-building initiatives to develop crucial AI skills for organizational transformation.

Microsoft Earnings Analysis: FY25 Q2 (Premium)

And now, for something completely different. This quarter, an almost exclusive focus on AI and its impact on Microsoft.

2don MSN

Microsoft to report Q2 earnings as DeepSeek raises AI spending questions

Microsoft (MSFT) will report its second quarter earnings after the bell on Wednesday as Wall Street continues to digest the ...

InfoWorld6d

Is cloud-based AI becoming a monopoly?

An FTC report raises concerns about AI partnerships among major tech firms. However, the vibrant ecosystem of startups ...

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