azure cloud

Microsoft’s cloud race is sharpening into a three‑way sprint: Azure is enjoying headline momentum, Google Cloud is posting the fastest percentage growth, and Amazon Web Services remains the unambiguous revenue leader — a dynamic that is reshaping enterprise buying patterns, capital spending, and...

Microsoft’s latest earnings cycle turned into one of the clearest demonstrations yet that the company’s AI-first strategy is working — at least on the top line — and that Azure and Microsoft’s Copilot-led product stack are the twin engines investors and analysts now point to when recommending...

Microsoft’s latest annual letter and fiscal results make a blunt argument: the company has positioned artificial intelligence at the center of a multi‑decade strategy and is already converting that focus into measurable growth across cloud, productivity, and platform businesses. Fiscal year 2025...

Amazon Web Services is no longer the unquestioned poster child of unstoppable cloud momentum — but “stumble” overstates the case: AWS still leads in scale and revenue while Google Cloud and Microsoft Azure are closing the gap where it matters most today — productized AI services, developer...

OpenAI’s claim that ChatGPT business subscriptions in Europe, the Middle East and Africa have grown sixfold year‑on‑year is the kind of metric that both excites traders and forces corporate IT teams to re-evaluate their AI roadmaps: the company’s enterprise lead for the region described a...

Microsoft’s latest corporate milestones compress a simple message into staggering scale: LinkedIn now counts 1.2 billion members, Microsoft reports $281.7 billion in fiscal revenue, Azure has crossed the $75 billion annual run‑rate, the Copilot family claims more than 100 million monthly active...

Microsoft’s recent corporate milestones—LinkedIn reaching 1.2 billion members, the Copilot family surpassing 100 million monthly active users, Azure topping $75 billion in annual revenue, and a reported $281.7 billion in FY25 revenue—are being presented by Satya Nadella as evidence that...

Microsoft’s latest public figures mark a watershed moment: LinkedIn now counts 1.2 billion members, the Copilot family of AI assistants has passed 100 million monthly active users, Azure crossed the $75 billion annual revenue threshold, the company posted $281.7 billion in full‑year revenue, and...

Microsoft’s latest pivot — doubling down on AI while leaning hard into Azure-scale cloud infrastructure — has reshaped the company from a software stalwart into a capital‑intensive platform operator where compute, data, and productized AI services determine long‑term value creation. Background /...

LinkedIn’s leap to 1.2 billion members is the headline — but the real story is broader: Microsoft’s 2025 annual letter and fiscal disclosures frame a company aggressively rewiring itself around artificial intelligence, translating platform-scale reach into an AI-first product architecture that...

Microsoft’s latest corporate milestones lay bare a single, unmistakable story: the company that built the Windows era is now racing to become the platform of the AI era — and the stakes, scale, and speed are enormous. In his 2025 annual letter and related filings, Satya Nadella highlighted a...

The Federal Court of Australia has announced a program to re-host its in‑house case and document management system, CourtPath, on Microsoft Azure and to progressively augment the platform with cloud‑native AI and cognitive services — a move that aims to modernise judicial workflows, enable...

Microsoft and Intel are at the center of a new, potentially game‑changing rumor: industry reporting says Intel Foundry has been tapped to manufacture Microsoft’s next‑generation Maia AI accelerator on the company’s advanced Intel 18A / 18A‑P process — a development that would validate Intel’s...

Microsoft’s pivot from software stalwart to the hyperscaler monetizing AI is now unmistakable: Azure is the supply engine, Copilot and seat-based offerings are the demand engine, and the company is deliberately trading short-term margin pressure for long-term platform dominance. Background...

Nscale’s newly announced expansion with Microsoft marks a sharp escalation in the race for AI compute capacity: the company says it will supply roughly 200,000 NVIDIA GB300 GPUs across U.S. and European data centers to support Azure workloads and other cloud offerings, in a deal that Nscale and...

GitHub has quietly launched one of the most consequential infrastructure reorganizations in its post‑acquisition history: a full-scale migration of its production estate onto Microsoft Azure that GitHub engineers and Microsoft leaders describe as necessary to scale AI services like Copilot and...

Microsoft’s upgrade narrative—framed around an Azure-powered AI renaissance and a renewed ability to monetize Copilot-era features—has pushed the conversation back into buy-side territory, but the story is more nuanced than a single price-target jump; it’s a multi-year, capital-intensive pivot...

Microsoft’s latest round of personnel changes in Shanghai — reports say targeted cuts inside Azure teams, an “N+4” severance offer and a relocation option to Australia — is the newest chapter in a multi‑year program of operational tightening that has reshaped how the company runs cloud, AI and...

Microsoft’s cloud engineering teams have quietly moved the AI infrastructure arms race from racks to factories: Azure now hosts what the company describes as a production-scale cluster of NVIDIA GB300 NVL72 “Blackwell Ultra” systems — a rack-first architecture that stitches more than 4,600...

Microsoft’s internal forecasts now paint a longer, rockier road for its cloud operations: the data‑center capacity squeeze that rattled markets in 2025 is likely to extend well into 2026, constraining new Azure subscriptions in key U.S. hubs and forcing tougher tradeoffs between rapid AI growth...