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Microsoft’s AI revenue run rate reaches $13B annually
Microsoft’s AI revenue run rate reaches $13B annually as tech giant tops earnings expectations
AI revenue run rate reached $13 billion, as the company reported $69.6 billion in revenue for the December quarter, up 12%, with earnings of $3.23/share, topping Wall Street's expectations by both measures.
Microsoft says AI revenue has surpassed $13 billion annual run rate
Microsoft CEO Satya Nadella told analysts on the company's earnings call that its revenue from AI has surpassed an annual run rate of $13 billion. He said Microsoft has more than 200,000 monthly users on its Azure AI services,
Microsoft's Q2 Surprise: AI Revenue Soars 175%
Before that, a clip of Satya Nadella being “good” with his $80 billion went viral, and it seems as if Microsoft is only doubling down on AI from now. It recently reported its fiscal Q2 2025 earnings.
Microsoft, Meta CEOs Defend Hefty AI Spending
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 Zuckerberg said.
Tech stocks mixed as Meta, Microsoft affirm big AI spending plans after DeepSeek turmoil
Key tech stocks were a mixed bag in early trading Thursday after executives at Meta and Microsoft said they plan to keep pouring billions of dollars into AI – despite lingering anxiety over the launch of China-based DeepSeek’s AI model.
Microsoft, Meta CEOs back high AI investment amid spending concerns
Top executives from Microsoft (NASDAQ:MSFT) and Meta Platforms (NASDAQ:META) defended their significant expenditures on artificial intelligence (AI) development. The CEOs addressed the concern that currently,
Microsoft kills off Smart Lookup feature in Word
Microsoft is killing this popular Word feature and replacing it with AI
Microsoft is trying to make users use Copilot more by removing a popular and helpful dictionary feature in Microsoft Word.
Microsoft kills off Smart Lookup feature in Word as it pushes Copilot
The defunct feature used to let users search for definitions and online articles about highlighted words and phrases.
Microsoft Reduces Office's Functionality to Push You Towards Copilot
Despite charging you more for its new, AI-inclusive plan, Microsoft is actually taking some features away. In an effort to thrust its Copilot AI tool on you, Microsoft Office apps will no longer offer Smart Lookup,
Microsoft shares slide
Microsoft shares slide as cloud forecast, AI spending disappoint
Microsoft on Wednesday forecast disappointing growth in its cloud computing business, sending its shares down 4.5% in after-hours trading as investors worry about big spending, elusive artificial intelligence revenue and competition from cheaper AI models from China.
Microsoft still can't meet all its AI cloud demand, leading to investor disappointment
Cloud is the big engine for Microsoft bulls, and it disappointed in the latest quarter. That's likely the biggest driver of the pressure on Microsoft's stock, which fell more than 4% in Wednesday's extended session.
Microsoft’s cloud sales disappoint as it struggles to meet AI demand
Microsoft’s vast cloud division posted slower growth than Wall Street forecast as the tech group struggled to keep pace with customer demand for artificial intelligence-related services. The Seattle-based software group beat analysts’ expectations for revenue and net income in the quarter ending in December,
Microsoft, OpenAI probe DeepSeek-linked group access to data
Microsoft reports 10% quarterly profit growth as it works to show AI investments paying off
Microsoft Corp. said Wednesday that its profit for the October-December quarter grew 10% from the same time last year as it works to capitalize on the huge amounts of money it has spent to advance its artificial intelligence technology.
Microsoft reportedly investigates whether DeepSeek improperly used OpenAI’s models
OpenAI and Microsoft are probing whether DeepSeek used distillation to help train its rival reasoning model. President Trump expects to end birthright citizenship with support from Supreme Court 5 Tennis Superstars Who Are Into Golf as a Hobby ft.
AI Daily: Microsoft, OpenAI probe DeepSeek-linked group access to data
Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this
1d
on MSN
Microsoft's AI business is booming. It's not enough to soothe investors.
Microsoft reported lower-than-expected revenue growth for its AI and cloud divisions as scrutiny grows over tech's AI ...
Network World
5h
Microsoft AI investments cause cloud operating income growth to plunge
Analysts suggest the AI effort is part of the story, but the limits of math means that percentages can be deceptive.
4h
on MSN
Here’s why Microsoft’s stock got pummeled after it beat revenue and profit forecasts
Investors grow concerned that AI expenses and a looming price war in cloud services could blow up its profits.
2d
Microsoft CEO says AI use will ‘skyrocket’ with more efficiency amid craze over DeepSeek
In an apparent response to the attention on a new AI model out of China, Microsoft CEO Satya Nadella posted online ...
8h
on MSN
Microsoft ports DeepSeek’s AI to Copilot+ PCs, and their NPUs
Microsoft is allowing Copilot+ PC users to test out the sexy new AI model from DeepSeek -- and on the NPU, no less.
13h
on MSN
Microsoft demonstrates AI monetization growth outside of infrastructure
Microsoft's second quarter fiscal 2025 earnings show impressive growth in AI revenue, despite slightly slower Azure growth. Read more here.
1d
on MSN
Is Microsoft (MSFT) Set To Address DeepSeek AI Concerns In Earnings Calls Today?
We recently published a list of 5 Companies Set To Address DeepSeek AI Concerns In Earnings Calls Today. In this article, we are going to take a look at where Microsoft Corporation (NASDAQ:MSFT) ...
Microsoft Research on MSN
2d
The value of AI: How Microsoft’s customers and partners are creating differentiated AI solutions to reinvent how they do business today
Organizational leaders in every industry around the world are evaluating ways AI can unlock opportunities, drive pragmatic ...
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