Nearly half (45%) of this is tied to OpenAI after OpenAI set out plans to buy an additional $250 billion in Azure services, with Microsoft CFO Amy Hood stressing the remaining 55% of its backlog is ...

At Perform, its flagship annual user conference, Dynatrace (NYSE: DT), the leading AI-powered observability platform, announced expanded cloud-native integrations across Amazon Web Services (AWS), ...

Everyone is jumpy about how much capital expenses Microsoft has on the books in 2025 and what it expects to spend on datacenters and their hardware in ...

Microsoft reported a strong second quarter for its 2026 financial year, driven by cloud and AI sales. The company ...

Agentic AI promises autonomy, but production systems expose its fragility. Dynatrace’s Perform keynote shows why ...

At Microsoft Ignite in November, we introduced Frontier Transformation — a holistic reimagining of business aligning AI with human ambition to help organizations achieve their highest aspirations and ...

MSFT stock price: Microsoft shares declined in extended trading despite a strong second-quarter earnings beat, as investors ...

Microsoft CEO Satya Nadella directly equates the future of AI models (foundation/LLMs) to the historical evolution of the ...

Microsoft’s (NASDAQ:MSFT) latest results underline a growing tension in the AI-led market narrative, where headline profitability is no longer enough to carry investor confidence if infrastructure ...

Microsoft has stood up 1GW of data center capacity in Q2 of FY2026 alone, in another quarter of heavy spending. This is a ...

Microsoft went through its second quarter fiscal year 2026 results today. The company discussed Azure cloud computing and its investments. We did not learn more about Windows 10 End of Life or the ...

Both Meta Platforms and Microsoft are pushing ahead with their ambitious AI investment plans. But the market is seeing their ...