Microsoft AI Services

Microsoft's AI business is booming

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.

The Verge on MSN · 21h

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.

MarketWatch on MSN · 21h

Microsoft investors are ignoring this number that suggests better growth ahead

Microsoft Corp. investors focused on the company’s disappointing revenue of its Azure cloud business on Wednesday, but they should also be looking at another number indicative of future growth: bookings.

Microsoft’s AI revenue run rate reaches $13B annually

Hosted on MSN · 1d

Microsoft’s AI revenue run rate reaches $13B annually as tech giant tops earnings expectations

Microsoft says it’s generating revenue from its artificial intelligence products and services at a rate of $13 billion annually, exceeding the $10 billion run rate that the company foreshadowed previously.

ReadWrite · 13h

Microsoft AI revenue hits $13B annually, but cloud growth disappoints investors

Microsoft's AI business now generates $13B annually in revenue, up 175% YoY. Despite strong earnings, weak cloud forecasts sent shares down.

SiliconANGLE · 23h

Microsoft’s AI revenue grows, but its stock falls on lower guidance and concerns over spending

Microsoft is a key backer of OpenAI and it has committed to spending $80 billion on AI infrastructure this year in order to expand its global network of high-powered data centers to meet demand for the specialized chips required to train and run AI models.

DeepSeek, Microsoft and Azure

USA Today · 1d

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.

The Verge on MSN · 23h

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

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

TechCrunch on MSN · 1d

Microsoft brings a DeepSeek model to its cloud

Microsoft has brought one of DeepSeek's models to its cloud, and says that 'distilled' versions of the model will come to Copilot+ PCs soon.

Microsoft, cloud

Bloomberg on MSN · 8h

Microsoft cloud growth constrained by data center shortage

Microsoft said its cloud-computing business will continue to grow slowly in the current quarter as the company struggles to build enough data centers to handle demand for its artificial intelligence products.

MarketWatch · 1d

Microsoft's Azure cloud-computing business comes up short

Beyond the headline numbers, investors focus heavily on growth for Microsoft's Azure cloud-computing business — and that came up short this time around. Microsoft reported 31% growth for Azure in constant currency.

Daily Journal · 1d

Microsoft profit rises but cloud business misses mark

Microsoft on Wednesday reported profits of $24.1 billion in the recently ended quarter, but shares slid on worries over its vital cloud computing business.

Network World1h

Microsoft AI investments cause cloud operating income growth to plunge

Analysts suggest the AI effort is part of the story, but the limits of math means that percentages can be deceptive.

51m

Heard on the Street: Behind the AI Splurge at Microsoft and Meta

That was the combined capital spending by Microsoft and Meta Platforms last quarter, nearly double a year earlier. The bulk of it went on chips and data centers to power generative AI services. Read w ...

16h

Microsoft's AI business in the cloud drives sales, but outlook disappoints

Microsoft CEO Nadella expects a growth rate of 175 percent with AI business alone. The current figures are solid, but the ...

1don MSN

Microsoft Corporation (MSFT): Exploring AI Expansion with TikTok Acquisition Talks

We recently published a list of 10 AI News You Should Take a Look At. In this article, we are going to take a look at where ...

2don MSN

Microsoft to report Q2 earnings as DeepSeek raises AI spending questions

Microsoft (MSFT) will report its second quarter earnings after the bell on Wednesday as Wall Street continues to digest the ...

Microsoft, Meta, and OpenAI Have Recently Confirmed Massive AI Investments

Nvidia stock could benefit from these massive AI infrastructure investments.

2don MSN

Meta and Microsoft Show AI Spending Can Be a Double-Edged Sword

US tech stocks lost nearly $1 trillion on concerns about artificial intelligence spending, Meta Platforms Inc. hit a record ...

Microsoft Research on MSN2d

The value of AI: How Microsoft’s customers and partners are creating differentiated AI solutions to reinvent how they do business today

Organizational leaders in every industry around the world are evaluating ways AI can unlock opportunities, drive pragmatic ...

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