Microsoft says OpenAI is driving 45% of the backlog for Azure cloud computing

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

Azure and OpenAI Illustrate How Cloud Computing is the Backbone of Modern Digital Services

Cloud computing is rarely front-facing, but at the same time, it underpins a lot of data-intensive and scalable digital ...

Microsoft beats Q2 earnings as Azure jumps 39% and cloud revenue tops $50B

Microsoft (NASDAQ: MSFT) reported second-quarter revenue of $81.3 billion, surpassing Wall Street expectations, with Azure ...
Hosted on MSN

Here’s why Microsoft is beating Amazon and Google in the cloud

Microsoft Corp. surprised Wall Street with strong earnings last week, reflecting growth in its Azure cloud-computing division. Notably, the company did better than cloud rivals Amazon Web Services and ...

Microsoft slides as Stifel downgrades on AI spending, Azure issues

Microsoft (MSFT) shares slid 2% in premarket trading on Thursday after Stifel downgraded the tech giant, citing concerns ...

Microsoft’s stock declines after Azure cloud growth dips below 40%

Though Microsoft reported on Azure’s growth rate, it doesn’t break out exact numbers for the cloud business. Instead, those ...

Microsoft merely meets expectations in the cloud, sending the stock lower

Microsoft saw its Azure cloud-computing business grow revenue at a 38% clip in the December quarter, when adjusting for ...
Morningstar

Here's why Microsoft is beating Amazon and Google in the cloud

AI gets a lot of attention, but analysts say Microsoft Azure is disproportionately benefitting from migrations in its traditional cloud business Microsoft Corp. surprised Wall Street with strong ...