News

Microsoft has become the utility company of AI, with $30 billion+ quarterly capex and AI-integrated cloud services. Holding ...
Amazon is still the biggest cloud provider. But amid the AI boom, analysts wonder if Microsoft is catching up.
Microsoft forecast on Wednesday a record $30 billion in capital spending for the current fiscal first quarter, after booming ...
Microsoft argues its new AI Copilot isn't fair game for a New York Times copyright lawsuit, citing key differences in team, ...
Nvidia welcomed Microsoft to the exclusive $4 trillion club as America's tech giants plow through growing demand for ...
Nvidia shares sold off sharply this spring, fueled by increased worry that spending on artificial intelligence infrastructure ...
Microsoft is set to report Q4 FY25 earnings, with Wall Street expecting strong results driven by AI demand and cloud growth — ...
Meta and Microsoft have been investing heavily in AI infrastructure in recent years, and are set to still shell out billions ...
Microsoft’s AI and cloud momentum provides a solid foundation for durable growth. However, MSFT stock is not cheap.
Microsoft plans to invest more than $30 billion in capital spending next quarter —a new high — to meet surging AI and cloud ...