Tech giants are lining up over $300 billion in AI spend. Their CEOs are betting cheaper models will drive up AI demand.
Meta, Google, Amazon, and Microsoft are ramping up their AI capex spend, despite investor concerns that it's undermined by ...
USA Today1d
Microsoft shares slide as cloud forecast, AI spending disappoint
"As AI becomes more efficient and accessible, we will see exponentially more demand," Nadella said. Microsoft Chief Financial ...
Microsoft CEO Satya Nadella's $80 Billion Promise: What It Means for Nvidia and AI Stocks
Commitments for data center spending keep rising. That is good news for any company connected to the artificial intelligence ...
Microsoft is forming a new unit to study AI’s impacts
Microsoft says that it's creating a new unit to will help it understand the implications of AI the company hopes to build.
Microsoft Corporation (MSFT): Analysts See Long-Term Opportunity Despite Cloud Revenue Concerns
We recently published a list of 10 Must-Watch AI Stocks Dominating Headlines. In this article we are going to look at where ...
CRN4d
Analysis: What Microsoft’s Q2 Says About Its Channel, AI, Cloud And DeepSeek
Microsoft said to expect 31 percent to 32 percent growth ignoring foreign exchange, implying more than 19 percent growth in ...
Forbes8d
Why 75% Of Businesses Aren’t Seeing ROI From AI Yet
Microsoft, which reported its earnings ... In the study, you found that only about 25% of companies are seeing ROI right now with their AI. Of the remaining 75%, you mentioned that about 25% ...
Business Insider9d
Microsoft seeing ‘significant efficiency gains’ in AI
Says strong demand for Cloud and AI offerings in Q2 ... Try Now>> See Insiders’ Hot Stocks on TipRanks >> Read More on MSFT: Microsoft NewsMORE Related Stocks Indices Commodities Currencies ...
Microsoft, Meta CEOs defend hefty AI spending after DeepSeek stuns tech world
"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark ...