openai backlog

Microsoft’s latest quarter forced the market to ask a blunt question: can Azure’s still-impressive top-line growth justify an unprecedented surge in capital spending — and at what cost to margins and free cash flow? Background / Overview Microsoft reported a strong quarter in absolute terms —...

Microsoft’s recent plunge wasn’t a mystery of market panic so much as a punctuation mark on a very visible — and very deliberate — strategy: pour unprecedented capital into AI infrastructure now, accept compressed free cash flow and margin pressure in the near term, and hope the payoff comes...

Microsoft’s recent earnings and partner disclosures have done something few quarterly reports manage: they turned a strategic narrative about cloud computing into an unmistakable, data-driven spotlight on how hyperscale clouds are now the literal backbone of modern digital services. In late...

Microsoft’s latest quarter confirms one clear fact: AI has moved from a promising growth theme into the center of the company’s business model—and into the center of investor scrutiny. The company reported $81.3 billion in revenue for the quarter, a 17% year‑over‑year increase, while Microsoft...