cloud growth

Here is a summary and key points from the article "No, Microsoft isn't abandoning its data center growth plan" by Fierce Network: Summary: Despite reports suggesting Microsoft had slowed or paused some data center projects, CEO Satya Nadella clarified that changes to Microsoft’s data center...

Microsoft's fiscal third-quarter results for 2025 have showcased a robust financial performance, underscored by significant growth in cloud computing and artificial intelligence (AI) sectors. The company reported a revenue of $70.1 billion, marking a 13% increase from the previous year, and a...

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 latest quarterly earnings report showcases the company’s enduring dominance in the cloud market, buoyed by aggressive investment in both traditional infrastructure and emerging AI services. Yet even as Azure’s 35 percent year-over-year growth remains a headline, a deeper look reveals...

As global technology markets braced themselves for a slowdown in cloud adoption and a possible squeeze on margins, Microsoft’s latest Q3 2025 fiscal results have delivered an unequivocal counterpunch—fueled almost entirely by the explosive resurgence of Azure and a pivot toward artificial...

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...

As the first quarter of 2025 unfolded, Microsoft and Meta, two titans of the US technology industry, delivered quarterly earnings that far surpassed Wall Street’s expectations. This outperformance is being hailed not just as a testament to shrewd business operations but as evidence of artificial...

Persistent claims about an impending data center “bust” among hyperscale cloud providers have created a narrative of overcapacity and faltering momentum within the tech industry. Yet a thorough examination of capital expenditure plans, earnings call disclosures, and executive statements from the...

Data Storage Corporation (DTST), a prominent player in the multi-cloud hosting and managed cloud services sector, has announced its participation in the upcoming 2025 iAccess Alpha Virtual Best Ideas Spring Investment Conference. This event, set for March 25-26, 2025, offers an important venue...

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...

A pause at a cloud giant’s colocation negotiation table can send hyperscaler groupies spinning into speculation mode, but as Amazon steps into a datacenter lease reassessment – barely a flutter in its own conference rooms – the outside world presses its collective face against the glass and...

If there’s one thing guaranteed to put a twinkle in a CIO’s eye and a flutter in the heart of any cloud architect, it’s the promise that “we want to make life simpler for customers.” That, ladies and gents, comes straight from the playbook of Clay Magouyrk, Oracle Cloud Infrastructure’s (OCI)...

Alphabet’s recent Q4 earnings report paints a picture of a tech giant riding high on its AI ambitions, even as its cloud growth shows signs of slowing down. While this news may directly impact Google’s diversified ecosystem—from search to self-driving tech—Windows users have much to glean from...

Microsoft Corp. recently announced a deceleration in its cloud growth, leaving many with raised eyebrows and the markets understandably jittery. As expected, its stock took a hit—though the focus for Windows users is not just about stocks and Wall Street drama. Let’s dissect what this downturn...