While AI demand remains strong, core Azure services (excluding AI) are slowing, which is leading management to retract previous expectations of a recovery in the second half of the year.

Microsoft MSFT.O has made Chinese startup DeepSeek's R1 artificial intelligence model available on its Azure cloud computing ... said on Wednesday. The AI model will be available ...

Representatives from Elon Musk’s U.S. DOGE Service have fed sensitive data from across the Education Department into artificial intelligence software to probe the agency’s programs and ...

The Azure business grew 31% in the latest quarter ... but analysts had been looking for 33% growth. While AI has been a major contributor to cloud growth, Microsoft remains capacity constrained.

CEO Satya Nadella speaks of an even more Azure-centric environment: “Azure must become the infrastructure for AI, while we build our AI platform and developer tools on top of it.” In his ...

“In this world, Azure must become the infrastructure for AI, while we build our AI platform and developer tools — spanning Azure AI Foundry, GitHub, and VS Code — on top of it,” says Nadella.

especially with Azure, M365 Copilot, and strong capital spending. He remains positive on Microsoft’s long-term prospects and AI developments and the price target of $550 represents about 36 ...

Additionally, the stable activity in Azure, supported by cloud migration, data management, and security features, is anticipated to drive significant growth, with AI technologies contributing ...

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