American cloud providers Microsoft Azure, Amazon Web Services as well as data service providers such as Databricks and ...
Microsoft's MSFT latest second-quarter fiscal 2025 earnings report presents a mixed picture for investors, as the tech giant ...
Microsoft said to expect 31 percent to 32 percent growth ignoring foreign exchange, implying more than 19 percent growth in non-AI Azure, Bernstein said. The Wall Street consensus was for 32 percent ...
Alibaba Group Holding's cloud-computing services unit on Monday made available DeepSeek's artificial intelligence (AI) models ...
Despite potential concerns over intellectual property theft, Microsoft has announced the integration of DeepSeek’s R1 model ...
DeepSeek integration can strengthen Microsoft's AI capabilities and competitive position. Click here to read why MSFT stock ...
Strategic alliances with companies like Palantir Technologies (PLTR) have expanded Azure's capabilities, particularly in delivering AI-based data analytics products to U.S. defense and intelligence ...
If you think it might be difficult to sell companies general purpose servers when they are frenzied about GenAI and trying to ...
Initially, market analysts had predicted an increase in interest around growth options for 2024 due to easing inflation and potential rate cuts. However, AI has taken this expected interest and ...
Microsoft is a key backer of OpenAI and it has committed to spending $80 billion on AI infrastructure this year in order to ...
Enterprise AI workloads and OpenAI training consumed Azure resources last year. “We have been short power and space,” CFO Amy ...