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

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

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

Microsoft's commercial backlog more than doubled year over year, pointing to enormous demand for AI.

Future revenues in the form of RPO rose 110% on the back of a $250 billion commitment from OpenAI, but Azure growth slowed to ...

Microsoft Corporation (NASDAQ:MSFT) is included among the 15 Best Wide Moat Dividend Stocks to Invest in. On January 29, TD ...

Everyone is jumpy about how much capital expenses Microsoft has on the books in 2025 and what it expects to spend on datacenters and their hardware in ...

Microsoft revenue grew 17% to $81.3 billion in the fourth quarter of 2025, a slightly lower rate of year-over-year growth ...

Although Microsoft's core Azure cloud sales saw a sales drop of only one percentage point from last year, the street was left ...

Microsoft has reported Q2 fiscal 2026 revenue of $81.3 billion with cloud topping $50 billion for the first time, though OpenAI accounts for 45% of backlog.

Artificial intelligence is currently running on a one-lane CapEx highway that is capacity-constrained. Hyperscaler cloud providers are the largest contributor to the momentum and as such, investors ...