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Microsoft's AI business is booming
Microsoft’s AI business is booming — Xbox, not so much
Microsoft’s cloud and AI businesses are doing pretty well — and their impact is being felt across the company. In its Q2 2025 earnings, Microsoft announced revenue of $69.6 billion for the quarter, up 12 percent year-over-year, and net income of $24.1 billion, which is up 10 percent year-over-year.
Microsoft's AI business is booming. It's not enough to soothe investors.
Microsoft reported lower-than-expected revenue growth for its AI and cloud divisions as scrutiny grows over tech's AI investments.
Microsoft results disappoint investors wanting more from AI
Microsoft on Wednesday posted disappointing Azure cloud business growth and large artificial intelligence expenses, hitting its shares as a recent surge in low-cost Chinese AI technology threatens to undermine the case for such big spending.
DeepSeek, AI and Azure
Microsoft makes DeepSeek’s R1 model available on Azure AI and GitHub
Microsoft has moved surprisingly quickly to bring R1 to its Azure customers.
Microsoft rolls out DeepSeek's AI model on Azure platform
Microsoft MSFT.O has made Chinese startup DeepSeek's R1 artificial intelligence model available on its Azure cloud computing platform and GitHub tool for developers, the U.S. company said on Wednesday. The AI model will be available in the model catalog on the platforms and will join more than 1,800 models that Microsoft is offering.
OpenAI says DeepSeek may have "inappropriately" used its models' output
OpenAI said on Wednesday that Chinese AI startup DeepSeek's open-source models may have "inappropriately" based its work on the output of OpenAI's models, an OpenAI spokesperson told Axios. Why it matters: China's DeepSeek has taken the AI industry by storm with its R1 reasoning model that competes with OpenAI's o1,
Microsoft probes if DeepSeek-linked group got OpenAI data
OpenAI, Microsoft, Trump admin claim DeepSeek trained AI off stolen data
DeepSeek is causing havoc throughout the AI industry. U.S.-based tech companies that have heavily invested in AI saw their stocks take a tumble this week after the China-based startup released a new AI model on par with OpenAI's latest model, yet much cheaper to train — plus, DeepSeek made it free and open source.
Microsoft Probes if DeepSeek-Linked Group Improperly Obtained OpenAI Data, Bloomberg News Reports
Microsoft and OpenAI are probing if data output from the ChatGPT maker's technology was obtained in an unauthorized manner by a group linked to Chinese artificial intelligence (AI) startup DeepSeek, Bloomberg News reported on Tuesday.
AI Daily: Microsoft, OpenAI probe DeepSeek-linked group access to data
Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this
1h
Microsoft, Meta CEOs defend hefty AI spending after DeepSeek stuns tech world
Days after Chinese upstart DeepSeek revealed a breakthrough in cheap AI computing that shook the U.S. technology industry, ...
3h
Microsoft’s AI revenue run rate reaches $13B annually as tech giant tops earnings expectations
AI revenue run rate reached $13 billion, as the company reported $69.6 billion in revenue for the December quarter, up 12%, ...
4h
Microsoft CFO tells employees in an internal memo to 'focus' amid AI news like DeepSeek and Stargate
Microsoft CFO Amy Hood had a message for Microsoft employees amid the DeepSeek and Stargate news, internal memo shows.
1h
on MSN
Microsoft shares slide as cloud forecast, AI spending disappoint
Microsoft on Wednesday forecast disappointing growth in its cloud computing business, sending its shares down 4.5% in ...
1h
on MSN
Microsoft Has Kind Words for DeepSeek AI, Offers It to Customers
Microsoft Corp. Chief Executive Officer Satya Nadella had some kind words for DeepSeek, the Chinese artificial intelligence ...
5h
on MSN
Microsoft reports 10% quarterly profit growth as it works to show AI investments paying off
Microsoft Corp. said Wednesday that its profit for the October-December quarter grew 10% from the same time last year as it ...
4h
Microsoft just added DeepSeek R1 to Azure AI Foundry and GitHub
Microsoft made DeepSeek's groundbreaking R1 AI model available on the Azure AI Foundry platform as well as GitHub.
1d
on MSN
DeepSeek defense: Microsoft earnings will offer new chance to detail AI capital spending plans
Reporting quarterly earnings Wednesday afternoon, it will be tough for Microsoft to avoid the issue of the AI breakthroughs ...
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