The $678 billion backlog that Microsoft's cloud business is sitting on suggests that the good times will continue.

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Looking at each company's second-quarter results (fiscal fourth quarter for Microsoft) revealed strength across the board.

Microsoft plans to more than triple data center capacity by 2032 as AI and cloud demand continues to strain its available ...

Microsoft plans to expand its data center network capacity to over 38 gigawatts by 2032 to resolve server shortages.

I see Azure’s demand for computing outstripping supply. Azure grew 34% to $75B in FY25 and management guides 37% growth for Q1 FY26, with capacity tight into year end. Cloud is expanding aggressively, ...

Microsoft was recently in talks with Oracle for cloud infrastructure, but sources say the deal fell through over security and compliance concerns.

Cloud computing is one of the hottest tech market trends alongside artificial intelligence. It's a big business with a good ...

Amazon and Microsoft are the two largest cloud computing companies. Microsoft Azure has been growing more quickly, but a strained relationship with OpenAI leaves some questions. Amazon's AWS, ...