MSFT's Azure fuels AI push ahead of fiscal Q3, but investors may want to wait as growth, capacity limits and monetization timelines remain key uncertainties.

Microsoft (NasdaqGS:MSFT) is reportedly in advanced talks to supply its custom Maia AI chips to Anthropic. The discussions would mark the first major external deployment of Microsoft’s Maia hardware ...

Microsoft (MSFT) said it has achieved a new AI inference record, with its Azure ND GB300 v6 virtual machines processing 1.1 million tokens per second on a single rack powered by Nvidia (NVDA) GB300 ...

Forbes contributors publish independent expert analyses and insights. I write about the economics of AI. When OpenAI’s ChatGPT first exploded onto the scene in late 2022, it sparked a global obsession ...

Microsoft and Anthropic are in early talks for Anthropic to lease Azure servers with Maia 200 AI chips, following Microsoft's ...

Learn how Azure Local brings a secure cloud experience on-premises to help organizations satisfy strict digital sovereignty ...

You train the model once, but you run it every day. Making sure your model has business context and guardrails to guarantee reliability is more valuable than fussing over LLMs. We’re years into the ...

In 2026, Azure Machine Learning has evolved from a sandbox for data scientists into a robust platform for operational forecasting, yet many teams still struggle to see what happens after deployment.

Microsoft's decoupling from OpenAI has positioned Azure as a model-agnostic AI platform, reducing risk and enhancing earnings ...

“I get asked all the time what I think about training versus inference – I'm telling you all to stop talking about training versus inference.” So declared OpenAI VP Peter Hoeschele at Oracle’s AI ...

Forbes contributors publish independent expert analyses and insights. I track enterprise software application development & data management. AI has a shiny front end. As everyone who’s used an ...