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

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.

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

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

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

Microsoft Corporation reports $625B in RPO, 39% Azure growth, 15M Copilot seats, and $37.5B CapEx spending. Check out why MSFT stock is a strong buy.

The AI race is on as the cloud titans jostle for dominance. Who will win? Who will wilt? We check the leaderboard as they fight to stay ahead. The post Azure vs AWS vs Google Cloud: Who Wins the AI ...

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 ...

Microsoft (NASDAQ: MSFT) reported second-quarter revenue of $81.3 billion, surpassing Wall Street expectations, with Azure ...