Microsoft AI Services

Microsoft’s AI revenue run rate reaches $13B annually

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%, with earnings of $3.23/share, topping Wall Street's expectations by both measures.

ReadWrite · 7h

Microsoft AI revenue hits $13B annually, but cloud growth disappoints investors

Microsoft's AI business now generates $13B annually in revenue, up 175% YoY. Despite strong earnings, weak cloud forecasts sent shares down.

USA Today · 14h

Microsoft shares slide as cloud forecast, AI spending disappoint

Microsoft has tested Wall Street's patience by plunking down huge amounts of cash in pursuit of profits from AI that have yet to satisfy investors.

Microsoft's AI business is booming

Hosted on MSN · 17h

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.

The Verge on MSN · 15h

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.

Reuters on MSN · 18h

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.

cloud, Microsoft

Bloomberg on MSN · 2h

Microsoft cloud growth constrained by data center shortage

Microsoft said its cloud-computing business will continue to grow slowly in the current quarter as the company struggles to build enough data centers to handle demand for its artificial intelligence products.

Reuters on MSN · 20h

Microsoft shares drop as cloud growth misses estimates but spending grows

Microsoft reported slower-than-expected growth in its crucial Azure cloud business on Wednesday despite beating estimates for overall quarterly revenue, sending its shares down 4% in extended trading.

MarketWatch · 1d

Why Microsoft's cloud growth likely slowed last quarter

Artificial intelligence has been a big contributor to Microsoft's cloud growth, but the company is also being held back in a way. Microsoft has mentioned having capacity constraints because it doesn't have enough graphics processing units.

DeepSeek, Microsoft

The Verge on MSN · 17h

Microsoft makes DeepSeek’s R1 model available on Azure AI and GitHub

Microsoft has moved surprisingly quickly to bring R1 to its Azure customers.

USA Today · 19h

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.

TechCrunch on MSN · 19h

Microsoft brings a DeepSeek model to its cloud

Microsoft has brought one of DeepSeek's models to its cloud, and says that 'distilled' versions of the model will come to Copilot+ PCs soon.

Microsoft Stock Is Now in a Correction -- Is This a Buying Opportunity?

It's worth noting that Microsoft isn't a cheap stock. Even after this move, Microsoft trades for about 30.5 times forward ...

17h

Microsoft’s AI revenue grows, but its stock falls on lower guidance and concerns over spending

Microsoft is a key backer of OpenAI and it has committed to spending $80 billion on AI infrastructure this year in order to ...

21h

Microsoft earnings: AI is the big theme as investors focus on cloud growth, DeepSeek

Microsoft will report its fiscal second-quarter results after Wednesday's closing bell, with investors focused on all things ...

1don MSN

Microsoft Corporation (MSFT): Exploring AI Expansion with TikTok Acquisition Talks

We recently published a list of 10 AI News You Should Take a Look At. In this article, we are going to take a look at where ...

2don MSN

Microsoft to report Q2 earnings as DeepSeek raises AI spending questions

Microsoft (MSFT) will report its second quarter earnings after the bell on Wednesday as Wall Street continues to digest the ...

2don MSN

Meta and Microsoft Show AI Spending Can Be a Double-Edged Sword

US tech stocks lost nearly $1 trillion on concerns about artificial intelligence spending, Meta Platforms Inc. hit a record ...

Microsoft Research on MSN2d

The value of AI: How Microsoft’s customers and partners are creating differentiated AI solutions to reinvent how they do business today

Organizational leaders in every industry around the world are evaluating ways AI can unlock opportunities, drive pragmatic ...

Money Morning2h

Microsoft's Q2 Surprise: AI Revenue Soars 175%

Before that, a clip of Satya Nadella being “good” with his $80 billion went viral, and it seems as if Microsoft is only doubling down on AI from now. It recently reported its fiscal Q2 2025 earnings.

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