Microsoft faces intensifying competition from Alphabet/Google, as both companies' AI and cloud strategies increasingly ...

Their exits may strain Microsoft’s push to expand AI capacity as energy constraints and infrastructure bottlenecks ...

When Microsoft (NASDAQ:MSFT) posts second quarter results on Wednesday, investors will be looking at Azure cloud service ...

Microsoft System Center will tie together private and public cloud workloads, with software components running within a Hyper-V-based virtual machine Microsoft kicked off its annual TechEd conference ...

Satya Nadella, Microsoft's CEO, has urged senior leaders to reassess the company's business model for the artificial intelligence era, according to an internal memo.

Microsoft reported fiscal first-quarter 2024 cloud revenue of $25 billion, a 24% increase year over year. As the hyperscaler tries to sustain that growth, two main variables are set to increase the ...

Microsoft is making strategic shifts in response to the AI revolution by appointing Rolf Harms, a key architect of its cloud transformation, as an AI economic strategy advisor. The move aims to ...

Satya Nadella thinks Microsoft needs a reboot for AI, just like it did in the early cloud days.

Microsoft's strong economic moat and growth, driven by Azure, Microsoft 365, and Dynamics, make it a compelling long-term investment despite short-term market fluctuations. With a very high EBITDA ...

Microsoft has announced some key details of how it will introduce Dynamics ERP (enterprise resource planning) software products to the cloud computing model, from initial release dates to the precise ...