Microsoft, AI and Azure

Fresh on the heels of a controversy in which ChatGPT maker OpenAI accused the Chinese company behind DeepSeek R1 of using its AI model outputs against its terms of service, OpenAI's largest investor ...
Microsoft shares tumbled Thursday after the company’s weaker-than-expected fiscal second-quarter cloud growth prompted some analysts to be more cautious about the stock.
UBS implements Azure-based assistant to 30,000 staff in Asian and European booking centres through enterprise-scale ...
In a report released yesterday, Andrew Marok from Raymond James reiterated a Buy rating on Microsoft (MSFT – Research Report), with a price ...
AI revenue run rate reached $13 billion, as the company reported $69.6 billion in revenue for the December quarter, up 12%, ...
Enterprise AI workloads and OpenAI training consumed Azure resources last year. “We have been short power and space,” CFO Amy Hood said.
Distilled R1 models can now run locally on Copilot Plus PCs, starting with Qualcomm Snapdragon X first and Intel chips later.
We continue to believe that Microsoft remains uniquely positioned to monetize the vast new AI opportunity across applications ...