During the earnings call, analysts raised questions about Microsoft's execution challenges in non-AI Azure services and the company's strategy around its partnership with OpenAI. Executives ...
What's holding back the AI revolution? Even the largest tech companies are struggling with three distinct challenges in the ...
Salesforce CEO Marc Benioff called out Microsoft and other tech giants for spending hundreds of billions on AI without ...
Update: Microsoft said on its earnings call that it expects overall revenue to be between $67.7B and $68.7B (below the expectations of $69.8B), with Azure revenue growth between 31% and 32% in ...
“Investor sentiment might even improve” after Microsoft’s earnings call if Microsoft pins its Stargate and OpenAI decisions on being more disciplined with capital spending, UBS analyst Karl ...
Mary Long: Let's stick on this Reality Labs piece for a moment before we move on to Microsoft. Another Zuckerberg prediction in this earnings call was that this will be a "pivotal year for ...
NVDA stock rose after hours as Nvidia's earnings results beat estimates. Blackwell chips brought in $11 billion for Nvidia, ...
Microsoft CEO Satya Nadella told analysts on the company's earnings call that its revenue from AI has surpassed an annual run rate of $13 billion. He said Microsoft has more than 200,000 ...
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