Microsoft data center leases slowing, analysts say, raising investor attention
An analyst note flagging a possible slowdown by Microsoft in leasing data center capacity grabbed the market's attention on Monday, lending credence to skepticism among investors worried that the AI-led stock-market boom might be running out of steam.
Despite Azure’s AI services revenue growing by 157 per cent year on year, chief financial officer Amy Hood said Microsoft expected the “ongoing impact” of capacity constraints to persist in ...
Microsoft AI boss and Google DeepMind co-founder Mustafa Suleyman recruited new tech talent to work for Microsoft in Zurich.
Microsoft on Wednesday forecast disappointing growth in its cloud computing business, sending its shares down 4.5% in after-hours trading as investors worry about big spending, elusive artificial ...
Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Microsoft’s artificial intelligence head Mustafa Suleyman has poached his former colleagues at Google ...
Microsoft was the first major cloud computing company to report financial results since DeepSeek ... (The New York Times has sued OpenAI and Microsoft, claiming copyright infringement of news ...
As Meta builds record-size data centers and Microsoft recalibrates its expansion plans, Apple's latest investment reveals ...
“Microsoft is using its strong position in ... and replaced with former Amazon UK head Doug Gurr. Writing in the Financial Times on Tuesday, Gurr said the agency would look to speed up its ...
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