Bill Gates says, "I thought I was one mistake away from death." — Microsoft's success and his billionaire status didn't really arrive until the late '90s
A nostalgic report details Microsoft co-founder Bill Gates' early days when the company was just starting, detailing that the ...
DeepSeek, DeepSeek, DeepSeek: CEOs keep getting asked about the Chinese AI upstart on earnings calls
Executives are increasingly fielding analyst questions about the impact of China's DeepSeek AI on their business — and ...
Microsoft CEO Satya Nadella's $80 Billion Promise: What It Means for Nvidia and AI Stocks
Microsoft CEO Satya Nadella just reaffirmed his plan to spend $80 billion on AI data centers in 2025, mostly in connection ...
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Analysis: What Microsoft’s Q2 Says About Its Channel, AI, Cloud And DeepSeek
Microsoft said to expect 31 percent to 32 percent growth ignoring foreign exchange, implying more than 19 percent growth in ...
Microsoft: Earnings Beat Overshadowed By AI Spending And Valuation Concerns
Read here for an analysis of Microsoft's Q2 2025 financial results, including revenue and EPS growth, AI performance, CAPEX plan, and target price recommendation.
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Azure Can’t Make Up For On Premises Profit Decline At Microsoft
If you think it might be difficult to sell companies general purpose servers when they are frenzied about GenAI and trying to ...
Microsoft boasts of Edge's growth, but is it really at 30% market share?
Nadella made the revelation during Microsoft's Q2 2025 earnings call (via Seeking Alpha). He added that the Copilot consumer ...
Somehow, some way, Edge has over 30% market share in the US on Windows—and has taken share for over 3 years
Nadella further detailed the growth, sharing, "Search and News advertising revenue ex-TAC increased 21% and 20% in constant ...
India West6d
Satya Nadella Appoints Jay Parikh To Lead AI Initiative At Microsoft
SEATTLE, WA – Microsoft is pushing forward its AI initiatives, with CEO Satya Nadella announcing that Jay Parikh will join the company’s senior leadership team. Parikh, formerly the global ...
Microsoft’s AI revenue grows, but its stock falls on lower guidance and spending concerns
Microsoft is a key backer of OpenAI and it has committed to spending $80 billion on AI infrastructure this year in order to ...
Inside Microsoft’s quick embrace of DeepSeek
Distilled R1 models can now run locally on Copilot Plus PCs, starting with Qualcomm Snapdragon X first and Intel chips later.
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Microsoft Q2 2025 Earnings: CFO Blames Azure ‘Challenges’ On Partner Motion; AI Sales Beat Expectations
Microsoft 2Q 2025 earnings featured CEO Satya Nadella and CFO Amy Hood talking about AI, GenAI, Copilot, DeepSeek, CapEx, ...