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Microsoft's AI business is booming

The Verge on MSN · 2m

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.

Hosted on MSN · 3h

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.

Reuters on MSN · 3h

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

The Verge on MSN · 1h

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

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

USA Today · 3h

Microsoft rolls out DeepSeek's AI model on Azure platform

Microsoft MSFT.O 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. The AI model will be available in the model catalog on the platforms and will join more than 1,800 models that Microsoft is offering.

Bloomberg on MSN · 1h

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.

2h

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, 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 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.

5h

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 ...

51mon MSN

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 ...

38m

DeepSeek’s AI Innovation: What It Means For Investors And Big Tech

DeepSeek’s AI breakthrough challenges Big Tech with a cheaper, efficient model. This may be bad for the incumbents, but good ...

6h

AI is bad for the environment, and the problem is bigger than energy consumption

Artificial intelligence technologies, like chatbots, are attracting growing scrutiny for their voracious energy demands.

13hon MSN

Microsoft, Meta, Tesla earnings on deck as DeepSeek triggers AI rethink

Markets are looking for assurances that DeepSeek hasn't completely disrupted the AI investment thesis. They may be ...

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