Microsoft Analysts Weigh Azure Weakness Against AI Strength: 'Most Compelling Investment Opportunities'
Microsoft Corporation MSFT analysts balance the positives and negatives of Azure’s weakness and strength in AI from the ...
The Next Platform1d
Azure Can’t Make Up For On Premise Profit Decline At Microsoft
If you think it might be difficult to sell companies general purpose servers when they are frenzied about GenAI and trying to ...
Hosted on MSN16d
Microsoft’s latest on-prem Azure is for apps you don’t want in the cloud, but will manage from it
Yet Caldas told us that Microsoft suggests Azure Local as the tech customers use for workloads that aren’t suitable to run in the cloud. That seeming contradiction is explained by Microsoft’s ...
Microsoft Makes DeepSeek’s R1 Available Via Azure AI Foundry and GitHub
Microsoft is making DeepSeek's R1 AI model available for developers via Azure AI Foundry and GitHub after "rigorous safety evaluations" ...
CRN4y
Why Microsoft’s Azure Arc Is A ‘Value Proposition’
allowing organizations to manage their Windows and Linux machines ... could help detect COVID symptoms,” Shah explained. “Using Kubernetes and Azure Arc, they were able to very quickly develop ...
Microsoft Azure disappoints but AI paves path for revenue growth
Microsoft's second quarter fiscal 2025 earnings show impressive growth in AI revenue, despite slightly slower Azure growth. Read more here.
Seeking Alpha7d
Microsoft Azure non-AI growth coming from increase in CPUs: KeyBanc
"Over the December quarter (fiscal 2Q) Azure instances were up ... may not be fully relieved," Ader explained. A consensus of analysts expects Microsoft to earn $3.12 per share on $68.82B in ...