Analysts suggest the AI effort is part of the story, but the limits of math means that percentages can be deceptive.

AI revenue run rate reached $13 billion, as the company reported $69.6 billion in revenue for the December quarter, up 12%, ...

Investors punished Microsoft with a 6% share drop on Thursday as hefty AI bets failed to drive a big increase in its cloud ...

AI expenses and a looming price war in cloud services could blow up its profits. Blame it on DeepSeek.

Key Takeaways Microsoft, Meta, and IBM all highlighted healthy growth in their AI businesses in the last three months of 2024 ...

Investors were looking to Microsoft and Meta to provide reassurance that they will keep spending heavily on Nvidia chips.

It recently reported its fiscal Q2 2025 earnings. The stock tanked by 4% but started recovering immediately and is now down ...

"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark ...

Microsoft's second quarter fiscal 2025 earnings show impressive growth in AI revenue, despite slightly slower Azure growth. Read more here.

Microsoft's AI business now generates $13B annually in revenue, up 175% YoY. Despite strong earnings, weak cloud forecasts sent shares down.

Microsoft released the FY25 Q2 financial results and the numbers look great, driven by their AI and Cloud development and ...

And now, for something completely different. This quarter, an almost exclusive focus on AI and its impact on Microsoft.