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Microsoft shares slide

Microsoft shares slide as cloud forecast, AI spending disappoint

Microsoft on Wednesday forecast disappointing growth in its cloud computing business, sending its shares down 4.5% in after-hours trading as investors worry about big spending, elusive artificial intelligence revenue and competition from cheaper AI models from China.

MarketWatch · 1d

Microsoft still can't meet all its AI cloud demand, leading to investor disappointment

Cloud is the big engine for Microsoft bulls, and it disappointed in the latest quarter. That's likely the biggest driver of the pressure on Microsoft's stock, which fell more than 4% in Wednesday's extended session.

The Financial Times · 21h

Microsoft’s cloud sales disappoint as it struggles to meet AI demand

Microsoft’s vast cloud division posted slower growth than Wall Street forecast as the tech group struggled to keep pace with customer demand for artificial intelligence-related services. The Seattle-based software group beat analysts’ expectations for revenue and net income in the quarter ending in December,

Microsoft, OpenAI and DeepSeek

The Associated Press - Busines… · 22h

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 works to capitalize on the huge amounts of money it has spent to advance its artificial intelligence technology.

Hosted on MSN · 6h

Microsoft reportedly investigates whether DeepSeek improperly used OpenAI’s models

OpenAI and Microsoft are probing whether DeepSeek used distillation to help train its rival reasoning model. What we know about the passenger plane collision near Washington, DC My aging parents rely 100% on Social Security to get by.

Ars Technica · 6h

Microsoft embraces OpenAI competitor DeepSeek on its AI hosting service

Fresh on the heels of a controversy in which ChatGPT maker OpenAI accused the Chinese company behind DeepSeek R1 of using its AI model outputs against its terms of service, OpenAI's largest investor Microsoft announced on Wednesday that it will now host DeepSeek R1 on its Azure cloud service.

Microsoft, Meta CEOs defend hefty AI spending

The Wall Street Journal on MSN · 13h

Microsoft, Meta Talk Up Their Big AI Ambitions and Spending Plans

The tech giants vow to barrel ahead despite the jolt from China’s DeepSeek.

Hosted on MSN · 8h

Microsoft, Meta CEOs defend hefty AI spending after DeepSeek stuns tech world

By Aditya Soni and Deborah Mary Sophia (Reuters) -Days after Chinese upstart DeepSeek revealed a breakthrough in cheap AI computing that shook the U.S. technology industry, the chief executives of Microsoft and Meta defended massive spending that they said was key to staying competitive in the new field.

Geekwire on MSN · 2d

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 from China's DeepSeek that are shaking up the tech world and the stock market this week.

5hon MSN

Microsoft is killing this popular Word feature and replacing it with AI

Microsoft is trying to make users use Copilot more by removing a popular and helpful dictionary feature in Microsoft Word.

12hon MSN

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%, ...

The Economist2h

How DeepSeek will upend the AI pecking order

The cause of investors’ panic was DeepSeek, an obscure Chinese hedge fund turned AI startup that has blown analysts away with ...

3hon MSN

Microsoft ports DeepSeek’s AI to Copilot+ PCs, and their NPUs

Microsoft is allowing Copilot+ PC users to test out the sexy new AI model from DeepSeek -- and on the NPU, no less.

20hon MSN

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 ...

1don MSN

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 ...

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 ...

22hon MSN

Microsoft makes DeepSeek’s R1 model available on Azure AI and GitHub

Microsoft has moved surprisingly quickly to bring R1 to its Azure customers.

3hon MSN

ChatGPT’s advanced AI costs $200/mo. Now it’s free for Windows users

Microsoft is making waves in the AI space, giving Windows users free access to OpenAI's o1 model, while OpenAI charges up to ...

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Microsoft shares slide

Microsoft, OpenAI and DeepSeek

Microsoft, Meta CEOs defend hefty AI spending

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