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Microsoft's AI business is booming
Microsoft’s AI business is booming — Xbox, not so much
Microsoft’s cloud and AI businesses are doing pretty well — and their impact is being felt across the company. In its Q2 2025 earnings, Microsoft announced revenue of $69.6 billion for the quarter, up 12 percent year-over-year, and net income of $24.1 billion, which is up 10 percent year-over-year.
Microsoft's AI business is booming. It's not enough to soothe investors.
Microsoft reported lower-than-expected revenue growth for its AI and cloud divisions as scrutiny grows over tech's AI investments.
Microsoft results disappoint investors wanting more from AI
Microsoft on Wednesday posted disappointing Azure cloud business growth and large artificial intelligence expenses, hitting its shares as a recent surge in low-cost Chinese AI technology threatens to undermine the case for such big spending.
DeepSeek, Microsoft and Azure
Microsoft makes DeepSeek’s R1 model available on Azure AI and GitHub
Microsoft has moved surprisingly quickly to bring R1 to its Azure customers.
Microsoft Has Kind Words for DeepSeek AI, Offers It to Customers
Microsoft Corp. Chief Executive Officer Satya Nadella had some kind words for DeepSeek, the Chinese artificial intelligence startup that roiled his company’s shares earlier this week.
Microsoft rolls out DeepSeek's AI model on Azure
Microsoft has made Chinese startup DeepSeek's R1 artificial intelligence model available on its Azure cloud computing platform and GitHub tool for developers, the U.S. company said on Wednesday.
Microsoft probes if DeepSeek-linked group got OpenAI data
OpenAI, Microsoft Probe DeepSeek for Potentially Violating API Terms, Extracting AI Data To Build LLM
Microsoft Corp. and OpenAI are investigating whether data from OpenAI’s technology was obtained without authorization by a group linked to Chinese AI startup DeepSeek, sources said. Microsoft researchers observed individuals possibly tied to DeepSeek extracting large amounts of data via OpenAI’s API last fall,
AI Daily: Microsoft, OpenAI probe DeepSeek-linked group access to data
Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this
Microsoft Probes if DeepSeek-Linked Group Improperly Obtained OpenAI Data, Bloomberg News Reports
Microsoft and OpenAI are probing if data output from the ChatGPT maker's technology was obtained in an unauthorized manner by a group linked to Chinese artificial intelligence (AI) startup DeepSeek, Bloomberg News reported on Tuesday.
2h
Microsoft, Meta CEOs defend hefty AI spending after DeepSeek stuns tech world
Days after Chinese upstart DeepSeek revealed a breakthrough in cheap AI computing that shook the U.S. technology industry, ...
3h
Microsoft’s AI revenue run rate reaches $13B annually as tech giant tops earnings expectations
AI revenue run rate reached $13 billion, as the company reported $69.6 billion in revenue for the December quarter, up 12%, ...
1h
Microsoft and Meta’s AI Splurge Still Not Enough for Nvidia
The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.
5h
on MSN
Microsoft reports 10% quarterly profit growth as it works to show AI investments paying off
Microsoft Corp. said Wednesday that its profit for the October-December quarter grew 10% from the same time last year as it ...
1d
Microsoft CEO says AI use will ‘skyrocket’ with more efficiency amid craze over DeepSeek
In an apparent response to the attention on a new AI model out of China, Microsoft CEO Satya Nadella posted online ...
6h
Microsoft earnings: AI is the big theme as investors focus on cloud growth, DeepSeek
Microsoft will report its fiscal second-quarter results after Wednesday's closing bell, with investors focused on all things ...
4h
Microsoft CFO tells employees in an internal memo to 'focus' amid AI news like DeepSeek and Stargate
Microsoft CFO Amy Hood had a message for Microsoft employees amid the DeepSeek and Stargate news, internal memo shows.
1d
on MSN
DeepSeek defense: Microsoft earnings will offer new chance to detail AI capital spending plans
Reporting quarterly earnings Wednesday afternoon, it will be tough for Microsoft to avoid the issue of the AI breakthroughs ...
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