OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.

Microsoft's cloud backlog surged to $625B, with OpenAI driving nearly half the demand, fueling investor concerns over ...

Microsoft's commercial backlog more than doubled year over year, pointing to enormous demand for AI.

In late January 2026, Microsoft reported fiscal Q2 results showing revenue of US$81.27 billion and net income of US$38.46 ...

Last quarter, increased capital spending was interpreted as a signal for enthusiasm and confidence. But artificial ...

Everyone is jumpy about how much capital expenses Microsoft has on the books in 2025 and what it expects to spend on datacenters and their hardware in ...

Microsoft Corporation (NASDAQ:MSFT) is included among the 15 Best Wide Moat Dividend Stocks to Invest in. On January 29, TD ...

Although Microsoft's core Azure cloud sales saw a sales drop of only one percentage point from last year, the street was left ...

The AI race is on as the cloud titans jostle for dominance. Who will win? Who will wilt? We check the leaderboard as they ...

Artificial intelligence is currently running on a one-lane CapEx highway that is capacity-constrained. Hyperscaler cloud providers are the largest contributor to the momentum and as such, investors ...

Microsoft shares slid after hours, despite the company beating earnings expectations for its Q2. Analysts pressed CEO Satya Nadella and CFO Amy Hood about Azure's slowing revenue growth. Wall Street ...