Amazon set for AWS revenue acceleration as Azure slows—driven by AI workloads, ads strength, and leverage. Click here to read my earnings preview of AMZN stock.

OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.

Microsoft Corp.’s new financial disclosures include changes to the way it reports Azure metrics. The company said the change was to better align Azure with consumption revenue and by inference, more ...

Microsoft’s OpenAI partnership delivers billions in AI revenue, but Azure is struggling under the demand.

Last quarter, increased capital spending was interpreted as a signal for enthusiasm and confidence. But artificial ...

Microsoft has ended TLS 1.0 and 1.1 support for Azure Blob Storage, making TLS 1.2 mandatory for all connections.

Microsoft’s earnings sell-off highlights investor focus on Azure, with cloud growth and AI capacity limits weighing on the ...

Everyone is jumpy about how much capital expenses Microsoft has on the books in 2025 and what it expects to spend on datacenters and their hardware in ...

Microsoft’s Azure SRE Agent is an AI-powered assistant designed to transform how SRE (Site Reliability Engineering) works in Azure cloud systems. Since organizations’ infrastructure keeps growing, it ...