A former Microsoft engineer alleges Azure's reliability has worsened under surging AI workloads, aligning with research that identifies GPU hardware faults and bursty demand patterns as key risks.

Microsoft ( MSFT) is set to report fiscal third-quarter results on April 29, and Morgan Stanley believes the tech giant may ...

TL;DR: Microsoft has deployed its first large-scale Azure cluster featuring over 4,600 NVIDIA GB300 "Blackwell Ultra" GPUs, enabling AI model training from months to weeks. This high-performance ...

According to Power, Microsoft remains attractive at current levels, even as the market seeks clearer evidence of sustained ...

Microsoft reported better-than-expected revenue and profit for its fiscal second quarter 2026, but concerns linger over slowing cloud growth. Despite expanding capital expenditure (capex), Azure's ...