OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.

Last quarter, increased capital spending was interpreted as a signal for enthusiasm and confidence. But artificial ...

Microsoft's cloud backlog surged to $625B, with OpenAI driving nearly half the demand, fueling investor concerns over ...

Microsoft is consolidating its Azure generative AI tools into a unified platform named Azure AI Foundry. The company, which announced the new offering at the opening day of its Ignite IT pro ...

Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. In this episode, Thomas Betts chats with ...

Shares dropped the most since March 2020 on Thursday, with investors fleeing the stock amid slower cloud growth and big ...

Artificial intelligence is currently running on a one-lane CapEx highway that is capacity-constrained. Hyperscaler cloud providers are the largest contributor to the momentum and as such, investors ...

Meta jumped, while Microsoft plunged post-earnings as investors hunt for signs that big AI investments are paying off.

It stands to either gain a lot or lose a little.

Microsoft’s earnings sell-off highlights investor focus on Azure, with cloud growth and AI capacity limits weighing on the ...