Stifel cited Microsoft’s Azure supply issues as one of the reasons for the downgrade. ・The analyst said that when combined ...

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 ...

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 ...

OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.

Amazon set for AWS revenue acceleration as Azure slows—driven by AI workloads, ads strength, and leverage. Click here to read my earnings preview of AMZN stock.

The second part of Azure CTO Mark Russinovich’s “Azure Innovations” Ignite 2025 presentation covered software and a deeper look at the platforms he expects developers will use to build cloud-native ...

Microsoft's cloud backlog surged to $625B, with OpenAI driving nearly half the demand, fueling investor concerns over ...

Last quarter, increased capital spending was interpreted as a signal for enthusiasm and confidence. But artificial ...

Microsoft has ended TLS 1.0 and 1.1 support for Azure Blob Storage, making TLS 1.2 mandatory for all connections.