Microsoft AI Services

Microsoft’s AI revenue run rate reaches $13B annually

Microsoft’s AI revenue run rate reaches $13B annually as tech giant tops earnings expectations

AI revenue run rate reached $13 billion, as the company reported $69.6 billion in revenue for the December quarter, up 12%, with earnings of $3.23/share, topping Wall Street's expectations by both measures.

ReadWrite · 1d

Microsoft AI revenue hits $13B annually, but cloud growth disappoints investors

Microsoft's AI business now generates $13B annually in revenue, up 175% YoY. Despite strong earnings, weak cloud forecasts sent shares down.

USA Today · 1d

Microsoft shares slide as cloud forecast, AI spending disappoint

Microsoft has tested Wall Street's patience by plunking down huge amounts of cash in pursuit of profits from AI that have yet to satisfy investors.

Microsoft, Cloud

Network World · 5h

Microsoft AI investments cause cloud operating income growth to plunge

Microsoft is stuck in an infrastructure investment arms race that could lead customers to ask difficult questions about costs, said analysts.

Bloomberg on MSN · 21h

Microsoft cloud growth constrained by data center shortage

Microsoft said its cloud-computing business will continue to grow slowly in the current quarter as the company struggles to build enough data centers to handle demand for its artificial intelligence products.

MarketWatch · 1d

Why Microsoft's cloud growth likely slowed last quarter

Artificial intelligence has been a big contributor to Microsoft's cloud growth, but the company is also being held back in a way. Microsoft has mentioned having capacity constraints because it doesn't have enough graphics processing units.

4hon MSN

2 AI Stocks to Buy Before They Soar to $4 Trillion in 2025, According to Certain Wall Street Analysts

Certain Wall Street analysts expect Nvidia and Microsoft to achieve market values of $4 trillion in 2025, something no ...

Microsoft rolls out DeepSeek's AI model on Azure platform

Microsoft MSFT.O has made Chinese startup DeepSeek's R1 artificial intelligence model available on its Azure cloud computing ...

13d

Microsoft triples down on AI

Microsoft made a trio of announcements this week that are going to be very important for how the company approaches its big ...

Microsoft’s AI revenue grows, but its stock falls on lower guidance and concerns over spending

Microsoft is a key backer of OpenAI and it has committed to spending $80 billion on AI infrastructure this year in order to ...

13h

Heard on the Street: Behind the AI Splurge at Microsoft and Meta

That was the combined capital spending by Microsoft and Meta Platforms last quarter, nearly double a year earlier. The bulk of it went on chips and data centers to power generative AI services. Read w ...

1don MSN

Microsoft brings a DeepSeek model to its cloud

Microsoft has brought one of DeepSeek's models to its cloud, and says that 'distilled' versions of the model will come to ...

CRN23h

Microsoft Q2 2025 Earnings Preview: 5 Things To Know

Microsoft, MSFT, CEO Satya Nadella is expected to talk about DeepSeek, Stargate, Azure, Copilot, AI, GenAI and more on the ...

The Register on MSN23h

Microsoft talks up 'significant capital investments' in AI as sector reacts to DeepSeek

Windows vendor posts more bumper financials, but markets shrug Microsoft's latest earnings results exceeded expectations, yet ...

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