Azure, DeepSeek and Microsoft

Key Takeaways Microsoft shares dropped after fiscal second-quarter results were reported late Wednesday. Multiple analysts ...
Microsoft on Wednesday forecast disappointing growth in its cloud computing business, sending its shares down 4.5% in ...
Investors grow concerned that AI expenses and a looming price war in cloud services could blow up its profits.
AI revenue run rate reached $13 billion, as the company reported $69.6 billion in revenue for the December quarter, up 12%, ...
Enterprise AI workloads and OpenAI training consumed Azure resources last year. “We have been short power and space,” CFO Amy Hood said.
Distilled R1 models can now run locally on Copilot Plus PCs, starting with Qualcomm Snapdragon X first and Intel chips later.
We continue to believe that Microsoft remains uniquely positioned to monetize the vast new AI opportunity across applications ...