Microsoft just got downgraded by Stifel, sending the stock straight into the red. The rating dropped from “buy” to “hold” ...

Microsoft is consolidating its Azure generative AI tools into a unified platform named Azure AI Foundry. The company, which announced the new offering at the opening day of its Ignite IT pro ...

Stifel downgrades Microsoft stock to Hold, citing competitive pressure from Google and Anthropic.

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 ...

Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. In this episode, Thomas Betts chats with ...

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 ...

Qodo, the AI code review platform, today announced a new integration with Azure DevOps, expanding its enterprise ecosystem and making AI-driven code review available directly inside one of the most ...

For Azure, the concern is that there is only “limited” upside coming from OpenAI ( OPENAI) usage, as Google's Gemini is ...

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

Alphabet is gaining market share in the cloud computing realm. If you haven't noticed, Microsoft doesn't have its own ...