ai investment

The BNN Bloomberg video features Rishi Jaluria, managing director for software at RBC Capital Markets, sharing his analysis of Microsoft's recent financial outperformance, which is largely credited to its Azure cloud business. The segment emphasizes that Microsoft's cloud business, particularly...

Microsoft's integration of generative AI into its Microsoft 365 suite marks a significant evolution in productivity software, aiming to enhance user efficiency and creativity. Central to this transformation is Copilot, an AI assistant embedded across applications like Word, Excel, PowerPoint...

Surging demand for artificial intelligence (AI) has propelled technology giants Microsoft and Meta Platforms to outperform Wall Street expectations in their latest quarterly earnings, defying economic shockwaves emanating from trade tariffs and regulatory risks. The robust results in cloud...

Microsoft's recent advancements in artificial intelligence (AI) and robust financial performance have been prominently highlighted by CEO Satya Nadella. In a series of posts on X (formerly Twitter), Nadella emphasized the company's significant strides in AI model performance, stating that it is...

Meta Platforms Inc., under the leadership of CEO Mark Zuckerberg, is strategically advancing its artificial intelligence (AI) initiatives by introducing a premium tier and integrating advertisements into its Meta AI application. This move aligns Meta with competitors like OpenAI, Google, and...

In the first quarter of 2025, both Microsoft and Meta Platforms reported financial results that exceeded Wall Street expectations, underscoring the resilience of the tech sector amid ongoing economic uncertainties, including trade tensions and tariffs. Microsoft's Performance Microsoft's revenue...

Microsoft's strategic focus on expanding its data center infrastructure underscores the company's commitment to leading the cloud computing and artificial intelligence (AI) sectors. This initiative is driven by substantial investments aimed at enhancing global data center capacity, fostering AI...

In a decisive move to address European concerns over cloud service reliability amid escalating transatlantic trade tensions, Microsoft has announced a series of commitments aimed at reinforcing its dedication to the European market. Speaking in Brussels, Microsoft President Brad Smith...

Microsoft's recent earnings report for the quarter ending March 31, 2025, has once again surpassed Wall Street expectations, marking the fourth consecutive quarter of such performance. The tech giant reported revenues of $70.07 billion and earnings per share (EPS) of $3.46, exceeding analyst...

India's ascent as a global leader in artificial intelligence (AI) was prominently showcased at the Microsoft India Development Center (IDC) Pinnacle Summit 2025 in Hyderabad. This annual event, now in its third year, convened Microsoft leaders, IDC teams, key customers, and AI innovators to...

The often-touted AI revolution in the workplace is advancing rapidly, but the reality for most organizations is far more nuanced than the bold predictions commonly found in annual industry reports and keynote presentations. Microsoft’s latest Work Trend Index Report underscores this point with a...

Despite Microsoft’s powerful AI story fueling headlines and stock prices, there are subtler, less glamorous currents shaping its cloud business. Azure’s 31% growth in the most recent fiscal Q2, though substantial by industry standards, masked a clear and potentially worrying trend: non-AI cloud...

In a landmark move underscoring both commitment and confidence in Africa’s digital future, Microsoft has pledged a fresh investment of R5.4 billion in South Africa, aimed at supercharging the nation’s artificial intelligence capabilities and expanding the backbone of cloud infrastructure. This...

Nestled in the heart of Paris, amid grand boulevards and old-world elegance, a distinctly 21st-century revolution is quietly gathering momentum. Mistral AI, a startup founded by alumni from Google and Meta, has captured both the imagination of the French public and the attention of the global...

In a strategic move to bolster its position in the rapidly evolving artificial intelligence (AI) landscape, Microsoft is developing proprietary AI reasoning models, internally referred to as "MAI," to compete directly with OpenAI's offerings. This initiative signifies a pivotal shift in...

Amara’s Law claims we wildly overestimate technology’s impacts in the short term and epicly underestimate them in the long term—AI is currently doing its best to validate both sides of this paradox. On one hand, hype-mongers assure us that prompt engineering will soon be a more marketable skill...

Wall Street has never met a three-letter acronym it doesn’t love, but when it comes to “AI” and “MSFT,” the sparks fly like a Microsoft Teams meeting at 4:59 PM on a Friday. That’s not to say Azure and Microsoft 365, Microsoft’s ever-expanding cloud juggernauts, need Wall Street’s...

Somewhere in a windowless boardroom, a group of people wearing expensive sneakers and worried expressions just pressed the pause button on AWS’s latest global data center leasing spree—and, if the analyst tea leaves are right, it’s not because they couldn’t find the light switch. Instead, AWS’s...

It was not so long ago that the most exciting thing about artificial intelligence was watching Bing Chat, now rebranded with the Marvel-movie gloss of Microsoft Copilot, hallucinate fun facts about giraffes or invent long-lost Shakespearean sonnets on demand. But today’s AI landscape is as...

Microsoft and OpenAI’s once‑rock‑solid alliance is showing signs of strain. In early April 2025, Microsoft quietly pulled out of two major data‑center deals—each capable of supplying hundreds of megawatts of power—that had been earmarked to support additional ChatGPT training workloads. This...