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Microsoft's AI business is booming

The Verge on MSN · 1h

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.

Business Insider on MSN · 5h

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.

Reuters on MSN · 4h

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.

Microsoft probes if DeepSeek-linked group got OpenAI data

Mashable on MSN · 6h

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.

U.S. News & World Report · 1d

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.

Business Insider · 7h

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

2h

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, ...

4h

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%, ...

51mon MSN

Microsoft and Meta’s AI Splurge Still Not Enough for Nvidia

The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.

2hon MSN

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

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

6hon 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 ...

2hon 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 ...

7h

Microsoft rolls out DeepSeek's AI model on Azure

Microsoft has made Chinese startup DeepSeek's R1 artificial intelligence model available on its Azure cloud computing ...

5h

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.

6h

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 ...

5h

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.

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