Microsoft's $625B backlog and priority access to OpenAI and Anthropic make it the landlord of AI—buy the narrative dip.
Microsoft Corporation's AI agents, custom silicon, and Azure capacity expansion create multiple monetization levers. Learn ...
Microsoft is not just the world’s biggest consumer of OpenAI models, but also still the largest partner providing compute, ...
Microsoft’s commercial RPO reached $625 billion, up 110% YoY, with roughly $156 billion converting within 12 months. Azure and other cloud services revenue grew 39% YoY, driving Microsoft Cloud's ...
Microsoft and OpenAI may have a notoriously rocky relationship but as OpenAI experiences never-before-seen revenue growth, Microsoft, one of its major investors, is benefiting greatly. When the ...
Did our AI summary help? Microsoft revealed during its latest quarterly earnings on Wednesday that its net income jumped by $7.6 billion, largely driven by its investment in OpenAI. While the ...
Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Microsoft shares fell as investors were spooked by a 66 per cent surge in data centre spending and slower than ...
Anthropic released its Claude Cowork AI agent software for Windows on Monday, bringing the file management and task automation tool to roughly 70 percent of the desktop computing market and ...
When you take a close look at your monthly Azure bill, the likelihood is that the single biggest line item will be Compute.
Crestron has introduced a suite of hardware and software products that work seamlessly to deliver outstanding collaboration experiences. When you purchase through links on our site, we may earn an ...
As more companies shift their operations to the cloud, choosing the right provider has become a major decision that affects everything from scalability to performance to long-term costs. Amazon Web ...
Under the terms of the deal, Caterpillar will supply AIP with 2GW of fast-response natural gas generator sets to support the initial phases of the project, with deliveries scheduled between September ...
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