Microsoft is rated 'Strong Buy' following a sharp post-earnings sell-off driven by perceived OpenAI concentration risk. Learn ...
Artificial intelligence (AI) spending continues to accelerate, and investors are increasingly focused on the infrastructure powering this boom. From data centers and GPUs to cloud platforms optimized ...
This new announcement doubles the amount Microsoft plans to spend on its Racine County data center complex.
Summary: For Meta (META) and Microsoft (MSFT), it has indeed been a tale of two tech giants as of late. While Microsoft has ...
Microsoft's AI capex is compressing near-term FCF, but bookings and RPO signal durable demand; debate centers on ROIC. Click ...
Morning Overview on MSN
How Microsoft is turning AI into MSFT’s next trillion-dollar growth engine
Microsoft’s latest numbers make one thing clear: artificial intelligence is no side project, it is the organizing principle ...
The surge in AI workloads has ignited a rush for infrastructure. From hyperscale data centers packed with GPUs to specialized cloud platforms for model training and inference, the AI infrastructure ...
By Laila Kearney Feb 10 (Reuters) - Microsoft is exploring using superconducting power lines in its data centers, which could ...
Microsoft stock tumbled after the company's latest earnings report, which could be an opportunity for long-term investors.
OpenAI's success or failure will have a huge impact across the industry. These three artificial intelligence (AI) companies ...
Microsoft MVP and consultant Ben Stegink is urging IT teams to reassess how they protect Microsoft 365 data, arguing that ...
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