OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.
Microsoft’s OpenAI partnership delivers billions in AI revenue, but Azure is struggling under the demand.
Microsoft's cloud backlog surged to $625B, with OpenAI driving nearly half the demand, fueling investor concerns over ...
Microsoft Corp.’s new financial disclosures include changes to the way it reports Azure metrics. The company said the change was to better align Azure with consumption revenue and by inference, more ...
The AMD-based VMs use Azure Boost, Microsoft’s system for offloading infrastructure tasks from the host CPU to specialized ...
Last quarter, increased capital spending was interpreted as a signal for enthusiasm and confidence. But artificial ...
The toolkit for building generative AI applications has been packaged with new updates to form the Azure AI Foundry service. Microsoft is packaging its Azure AI Studio and other updates into a new ...
Microsoft’s earnings sell-off highlights investor focus on Azure, with cloud growth and AI capacity limits weighing on the ...
Microsoft’s Azure SRE Agent is an AI-powered assistant designed to transform how SRE (Site Reliability Engineering) works in Azure cloud systems. Since organizations’ infrastructure keeps growing, it ...
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