The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.

Enterprise AI workloads and OpenAI training consumed Azure resources last year. “We have been short power and space,” CFO Amy Hood said.

NinjaOne acquires Dropsuite for $252M, expanding endpoint security beyond devices to SaaS apps with automated backup, ...

Microsoft announced slow business growth in its cloud business in Q1 2025 as it struggles to create data centers that can handle the demand for its AI.

In January 2024, the U.S. Department of Commerce issued a proposed rule that would require cloud providers to create a ...

Microsoft anticipates revenue growth in Intelligent Cloud and Productivity, leading to overall organic revenue growth. Click ...

It's worth noting that Microsoft isn't a cheap stock. Even after this move, Microsoft trades for about 30.5 times forward ...

Microsoft said its cloud-computing business will continue to grow slowly in the current quarter as the company struggles to ...

Microsoft, MSFT, CEO Satya Nadella is expected to talk about DeepSeek, Stargate, Azure, Copilot, AI, GenAI and more on the ...

In a report released yesterday, Michael Turrin from Wells Fargo maintained a Buy rating on Microsoft (MSFT – Research Report), with a price ...

CEO acknowledges efficiency of DeepSeek, and need to assess model optimisation rather than just buying more AI servers.

Microsoft's AI business now generates $13B annually in revenue, up 175% YoY. Despite strong earnings, weak cloud forecasts sent shares down.