Microsoft is stepping up AI infrastructure spending as Azure grows 43%, Copilot tops 30 million paid seats, and cloud demand ...

LinkedIn says it won't expand its AI data centers for a full year ...

Constellation Research Chairman Ray Wang went on CNBC Monday morning to argue that the AI capital cycle has split the ...

Both Amazon and Microsoft crushed earnings and surged on identical catalysts, but the businesses underneath those matching ...

Here’s Microsoft Azure, Google Cloud and AWS cloud sales growth, Q2 global market share, operating income and earnings in the ...

Microsoft spent about $175 billion this year, mostly for AI. It just showed shareholders that it can make good on its AI ...

Artificial intelligence has entered a new phase. For the past two years, investors rewarded the companies building the picks ...

MSFT stock rose 5.46% as Azure growth, AI demand, analyst upgrades, and broader technology gains supported the rally.

Microsoft and Meta are spending heavily on AI, but investors see clearer revenue, demand, and enterprise payoff in ...

Independent testing firm finds Next-gen GP baseline matches classic GP pricing while delivering more than double the ...

Nvidia NVDA shares rose 3% on Monday as investors remained optimistic about the chipmaker's position at the center of the ...

ArcelorMittal has named Microsoft Azure its primary cloud platform, expanding a partnership it is using to rebuild its ...