#azure
6 stories taggedazure.
Microsoft soars, Meta sinks: AI spending is splitting Big Tech in two
Both companies are pouring billions into artificial intelligence. One set of investors cheered. The other hit sell.
Microsoft Posts $90 Billion Quarter as Cloud and AI Drive Record Results
Azure revenue crossed $100 billion for the full year, Copilot reached 30 million paid users, and capital spending nearly doubled. Here is what the numbers mean and why a few caution flags remain.
Microsoft made more from Anthropic in one quarter than from OpenAI all year
A fresh set of earnings figures shows Microsoft's bet on Anthropic is paying off fast, while its older stake in OpenAI had a rough three months.
AMD's Helios Takes On Nvidia: Microsoft Joins the Queue for a New AI Supercomputer
AMD is shipping its first rack-scale AI system to Microsoft, Meta, OpenAI and others. It is the most serious challenge to Nvidia's grip on the data centre market in years, but the price tag and software gap are real hurdles.
Microsoft Is Using AI Agents to Mathematically Prove Its Encryption Code Has No Flaws
The team behind Windows and Azure's cryptography library is doing something unusual: not just testing the code, but proving it correct, for every possible input, using formal mathematical proofs written partly by AI.
Microsoft's CEO warns companies are paying for AI twice, once in cash and once in secrets
Satya Nadella says every prompt, correction and workflow businesses feed into AI models is quietly training the companies they pay. He wants enterprises to take back control.