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.
Microsoft Azure earnings disappoint, company blames data center capacity constraints
Following the recent $500bn "Stargate" data center initiative announced by OpenAI, Microsoft is no longer the AI company's exclusive cloud provider though retains the "right of first refusal (ROFR)" and "to further support OpenAI, Microsoft has approved OpenAI’s ability to build additional capacity, primarily for research and training of models."
Microsoft’s Cloud Computing Business Hits a Speed Bump
Microsoft reported that its flagship cloud computing business experienced a slowdown in growth amid constraints on data center supply.
Microsoft Falls After Saying Cloud Growth to Remain Slow
Microsoft Corp. 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.
Microsoft’s AI and Cloud Growth Drive Buy Rating Amid Azure Challenges
In a report released yesterday, Andrew Marok from Raymond James reiterated a Buy rating on Microsoft (MSFT – Research Report), with a price
Microsoft shares fall as cloud forecast disappoints Wall Street
Microsoft on Wednesday forecast disappointing growth in its Azure cloud computing business, sending its shares down more than 5% as investors worry about big spending, elusive artificial intelligence revenue and growing competition from cheaper AI models from China.
CIO Dive3h
Microsoft races to bring more cloud capacity online
Enterprise AI workloads and OpenAI training consumed Azure resources last year. “We have been short power and space,” CFO Amy Hood said.
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 ...
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Microsoft Stock Is a ‘Strong Buy’ Despite Slowing Azure Growth
Microsoft (MSFT) reported its second-quarter (Q2) fiscal 2025 financial results on Jan. 29, which exceeded market ...
CRN4y
Microsoft’s Underwater Data Center A Success; Azure Ahead
Microsoft recently pulled its underwater data center from the seabed floor, discovering that the 864 servers inside were eight times more reliable than those on land. After two years of being ...
Microsoft embraces OpenAI competitor DeepSeek on its AI hosting service
Fresh on the heels of a controversy in which ChatGPT maker OpenAI accused the Chinese company behind DeepSeek R1 of using its AI model outputs against its terms of service, OpenAI's largest investor ...
KKR, Gulf Data Hub to invest $5B in data center capacity
With ample energy, capital, and land, the Gulf is becoming a hub in the race to develop the world’s most advanced AI models.