Browsing Tag
Azure
38 posts
Microsoft (MSFT) trades near $424 after Q3 beat as OpenAI revenue share is eliminated
Microsoft beat Q3 expectations across the board. Then it guided $190 billion of 2026 capex and Q4 revenue below consensus. Read more.
Microsoft and OpenAI rewrite landmark partnership as ChatGPT maker gains freedom to court Amazon and rival clouds
Microsoft built the AI era on exclusivity with OpenAI. It just gave that up. The question now is what Azure defends with no contractual moat left.
Microsoft (MSFT) steps into OpenAI’s abandoned Stargate Norway slot with 30,000 Vera Rubin chip rental from Nscale
Microsoft has taken the Norwegian data centre capacity OpenAI branded as Stargate Norway, renting 30,000 Nvidia Vera Rubin chips from Nscale in Narvik. Read the analysis.
Why Microsoft just placed a $10bn AI bet on Japan and why rivals should care
Microsoft Corporation’s USD 10 billion Japan AI investment signals a deeper cloud, cyber, and sovereignty push. Read what it could mean for Asia next.
Microsoft opens Denmark East datacenter region as MSFT (NASDAQ) trades near 52-week low amid AI spending scrutiny
Microsoft's Denmark East region opens with EU data residency, zero-water cooling, and 130 MW renewable capacity. Here's what it means for cloud and MSFT.
Snowflake (NYSE: SNOW) and OpenAI sign $200m AI agent deployment deal to accelerate enterprise AI at scale
Snowflake and OpenAI partner in a $200M deal to embed GPT-5.2 into Cortex AI. Find out how this changes enterprise AI deployment strategies across industries.
Microsoft (NASDAQ: MSFT) just turned a $7.6bn AI bet into real profit—here’s what’s behind the Q2 blowout
Microsoft Q2 FY26 net income jumped 60% as AI and cloud drove record growth. Read how Azure, OpenAI gains, and commercial demand are reshaping the outlook.
Can agentic AI finally fix the AML investigation bottleneck? ThetaRay is betting on it
ThetaRay’s new Ray suite uses agentic AI to automate and standardize AML investigations. Find out how it changes compliance operations for banks and fintechs.
SoftwareOne (SWX: SWON) launches GenAI agent cost optimization platform for enterprise AI governance
SoftwareOne’s new GenAI optimization system promises to align agent costs, accuracy, and observability. Find out how it changes the AI value equation for enterprises.
Microsoft integrates OneStream SensibleAI agents into Excel, Teams and Copilot for CFO-level insights
Learn how OneStream and Microsoft are integrating financial AI into Excel, Teams and Copilot to accelerate digital transformation for CFO organizations.