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Microsoft's cloud growth in focus

Microsoft's cloud growth in focus as doubts grow over AI spending

Microsoft has spent months touting a rebound in its Azure cloud business and its quarterly revenue forecast on Wednesday will show whether billion-dollar bets on artificial intelligence are propelling increased growth in its main profit engine.

NBC New York · 11h

Microsoft's underperformance has investors looking to cloud for growth

Microsoft’s stock has badly lagged its tech peers in the past year as cloud growth has been basically stagnant in recent quarters.

Microsoft Is Riding The Wave To Long-Term Growth Through AI And Cloud

FY25 revenues of $65.6 billion, up 16% YOY, fueled by strong performance across key segments and strategic investments in artificial intelligence.

Seeking Alpha on MSN · 4h

Microsoft’s AI strategy, Azure cloud business in focus during Q2 earnings

When Microsoft (NASDAQ:MSFT) posts second quarter results on Wednesday, investors will be looking at Azure cloud service growth, along with insights on the tech giant’s plan to compete with new entrants in the AI landscape.

Microsoft, Cloud computing and Amazon Web Services

The Wall Street Journal on MSN · 5h

Microsoft, AWS Could Face U.K. Watchdog Probe into Cloud Services Market

Microsoft and Amazon Web Services could face an investigation by U.K. regulators after an independent enquiry found that competition isn’t working in the cloud services market.The U.K. Competition and Markets Authority said Tuesday that the enquiry provisionally found that the lack of competition could result in higher costs,

Bloomberg L.P. · 11h

Amazon, Microsoft Dominance in Cloud Services Get Closer UK Look

Amazon Inc. and Microsoft Corp.’s UK cloud service offerings are facing closer scrutiny in the UK as the watchdog said it had concerns over their market dominance.

CNBC on MSN · 11h

UK raises cloud competition concerns, names Microsoft and Amazon as dominant players

A U.K Competition and Markets Authority inquiry group on Tuesday provisionally recommended that the regulator should consider investigating Amazon Web Services (AWS) and Microsoft's Azure cloud unit under new digital markets legislation.

14h

Microsoft's AI Revenue Set To Surpass $10 Billion: Piper Sandler Maintains Overweight Rating

Microsoft Corporation's cloud computing platform, Azure's workloads could push its artificial intelligence revenue to $10 ...

6don MSN

Microsoft loses OpenAI exclusive cloud provider status to $500 billion Stargate project — as the ChatGPT maker races to hoist the AGI flag first

Microsoft is OpenAI's largest investor, with a 49% stake, translating to $14 billion. As part of its complicated partnership ...

7d

Microsoft Changes OpenAI Pact to Allow Use of Rival Cloud Services

The software giant was previously the exclusive cloud provider for OpenAI and now retains right of first refusal.

2h

Microsoft Edge will soon protect you from these scary scams that even Chrome can't

This new built-in security feature aims to keep users from falling for malware that attempts to trick them into giving out ...

7h

Microsoft Previews Edge Scareware Blocker

Microsoft said today that its recently announced Scareware blocker in Edge is now available in preview on Windows.

Datacenter Dynamics5h

Trump confirms Microsoft is in talks to acquire TikTok

President Donald Trump confirmed that Microsoft is in the running to acquire TikTok, the social media app that is technically ...

5d

Simplified Clinical Brings the Power of Microsoft Azure/Cloud for Healthcare to Clinical Researchers Worldwide

Reuters, the news and media division of Thomson Reuters, is the world’s largest multimedia news provider, reaching billions ...

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