Microsoft Azure earnings disappoint, company blames data center capacity constraints
Following the recent $500bn "Stargate" data center initiative announced by OpenAI, Microsoft is no longer the AI company's exclusive cloud provider though retains the "right of first refusal (ROFR)" and "to further support OpenAI, Microsoft has approved OpenAI’s ability to build additional capacity, primarily for research and training of models."
Enterprise AI workloads and OpenAI training consumed Azure resources last year. “We have been short power and space,” CFO Amy Hood said.
Microsoft has tested Wall Street's patience by plunking down huge amounts of cash in pursuit of profits from AI that have yet ...
Microsoft (MSFT) reported its second-quarter (Q2) fiscal 2025 financial results on Jan. 29, which exceeded market ...
Microsoft recently pulled its underwater data center from the seabed floor, discovering that the 864 servers inside were eight times more reliable than those on land. After two years of being ...
Microsoft reported that its flagship cloud computing business experienced a slowdown in growth amid constraints on data ...
Fresh on the heels of a controversy in which ChatGPT maker OpenAI accused the Chinese company behind DeepSeek R1 of using its AI model outputs against its terms of service, OpenAI's largest investor ...
The new Azure region aims to deliver faster access along with improved resistance to data center failures, Microsoft said. As Microsoft plans to open its next U.S. data center region in the ...
Microsoft reported that its flagship cloud computing business experienced a slowdown in growth amid constraints on data ...
With ample energy, capital, and land, the Gulf is becoming a hub in the race to develop the world’s most advanced AI models.
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