AI spending may not be paying off all at once, but the early signs suggest Microsoft is laying the groundwork carefully. The market appears willing to give it time, as long as the numbers continue to ...

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 is steadily broadening Azure's AI platform so developers have both richer building blocks for AI application development and more flexibility in where those applications can run. The effort ...

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 ...

Microsoft stock gets a $655 target from Goldman Sachs, citing strong AI positioning and over 20% EPS growth potential by ...

Microsoft revealed a set of updates to its Azure platform during the Build 2025 conference aimed at improving dev access to AI-powered voice agents, document indexing and vector search integration.

The company’s performance is redefining what hyperscale looks like in the artificial intelligence era. An objective analysis of the Q4 FY2025 earnings call suggests that Microsoft is firing on all ...

Microsoft's latest update to Azure AI Foundry introduces the GPT-5 model family, previews a new Browser Automation tool, and expands the regional footprint of its Agent Service. Azure AI Foundry is ...

Overview Leading US AI companies are driving innovation by advancing agentic systems, enterprise automation, and large-scale ...