Microsoft's Azure unit reported revenue growth of 31% in the quarter, missing Visible Alpha estimates of 31.8%. Microsoft's capital expenditures hit $22.6 billion, above analysts' consensus estimate ...
If you think it might be difficult to sell companies general purpose servers when they are frenzied about GenAI and trying to ...
Microsoft plans to spend $108 billion on data centres this fiscal year to meet customers' AI demands. Read more at ...
Chinese rivals have recently claimed to produce competing AI technologies at lower costs than U.S. rivals, sparking fears of ...
"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Meta CEO Mark Zuckerberg said on a post-earnings call. Satya Nadella, CEO of ...
DeepSeek’s success initially rattled investors’ assumptions about the AI spending wave that has swept through Silicon Valley ...
DeepSeek’s AI breakthrough challenges Big Tech with a cheaper, efficient model. This may be bad for the incumbents, but good ...
DeepSeek will not derail Microsoft and Meta spending a combined $US145bn ($232.3bn) on artificial intelligence this year, ...
Building and operating AI systems is costly, and Microsoft has said it plans to spend 80 billion dollars (£64.38 billion) this year as it expands its global network of energy-hungry computing centres ...
Microsoft (MSFT) shares fell by around 5% during after-hours trading on Wednesday after it reported Azure cloud computing ...
The conventional wisdom in AI has long been that cutting-edge performance comes with a cutting-edge price tag. DeepSeek is ...
Microsoft on Wednesday reported profits of $24.1 billion in the recently ended quarter, but shares slid on worries over its ...
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