Microsoft is planning to significantly increase production of its internally designed next-generation AI chips next year in hopes of persuading big cloud customers like Anthropic to use them, ...
Axios on MSN
When will we see profits from the AI buildout?
Data: FactSet, company filings; Chart: Matt Phillips/Axios Nearly four years into the AI boom, we still know little about ...
Microsoft (MSFT) stock surged 28% in seven sessions after Q4 earnings crushed estimates. Azure grew 43%, Copilot hit 30M ...
Can Microsoft Out-AI OpenAI And Anthropic? SemiAnalysis Says Yes, Points To $100B-Per-GW Inference Opportunity ...
German insurer Domcura has built an AI-based claims processing platform, Kim, using Microsoft Foundry and Microsoft Azure, cutting the time to pay out qualified claims to about 10 minutes and reducing ...
Microsoft's market value gain of about $450 billion on July 30 was the largest by any company in a single day.
Microsoft offers a lower-risk way to invest in the future of quantum computing by combining established AI and cloud ...
Combined 2026 capex from Amazon, Alphabet, Meta and Microsoft is tracking toward ~$740 billion, up 77% from ~$410 billion in ...
Microsoft has already signed 10GW of AI data center contracts year-to-date for over $300B of total contract value, but those ...
Capital expenditures by the world's largest hyperscalers are not slowing down and are expected to increase 29% year over year ...
Morningstar rates Microsoft a 5-star buy with a $600 fair value estimate after Azure crossed $100 billion in annual revenue and Q4 beat on every metric.
Meta and Microsoft reported on July 29. Meta fell 10% while Microsoft jumped 8%, both spending on AI, but only one could ...
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