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 ...

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

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

Future revenues in the form of RPO rose 110% on the back of a $250 billion commitment from OpenAI, but Azure growth slowed to ...

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

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 ...

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

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

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 ...