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Microsoft to spend record $30 billion this quarter as AI investments pay off

Microsoft forecast on Wednesday a record $30 billion in capital spending for the current fiscal first quarter, after booming sales in its Azure cloud computing business showcased the growing returns on its massive bets on artificial intelligence.

NBC New York · 2d

Microsoft stock pops 9% on earnings beat as Azure annual revenue tops $75 billion

Microsoft's finance chief, Amy Hood, called for $74.7 billion to $75.8 billion in fiscal first-quarter revenue. The middle of the range, at $75.25 billion, surpassed LSEG's $74.09 billion consensus. The company sees 37% Azure growth at constant currency. StreetAccount's consensus was 33.7%.

TechSpot · 2d

Microsoft's Azure revenue tops $75 billion as AI demand accelerates

Azure's performance places Microsoft firmly behind Amazon Web Services, which remains the global leader in cloud infrastructure with annual revenue exceeding $111 billion. However, Azure's growth

Silicon Valley’s AI Spend Goes Berserk as Microsoft Starts Cashing In

Meta has been in the midst of a multi-billion dollar AI push after Zuckerberg admitted that the company had fallen behind ...

Microsoft and Meta fuel $648 billion rally in AI stocks as investments pay off

Both tech giants raised their capital spending on AI. Read more at straitstimes.com. Read more at straitstimes.com.

Microsoft earnings: Turning up the heat with Azure, AI and the data center arms race

A notable nugget for data platform watchers is with Azure Databricks and Snowflake on Azure both accelerating, Microsoft is ...

The Official Microsoft Blog on MSN5d

How Microsoft’s customers and partners accelerated AI Transformation in FY25 to innovate with purpose and shape their future success

Over the past fiscal year, our customers and partners have driven pragmatic outcomes by implementing AI-first strategies ...

Does Azure AI Growth Make Microsoft Stock a Buy Ahead of Q4 Earnings?

Microsoft's 35% Azure growth and $315B backlog position MSFT for strong Q4 results. AI capacity constraints signal robust ...

3don MSN

Microsoft Stock Jumps as Cloud and AI Demand Drive Strong Quarterly Results

Microsoft reported quarterly earnings that topped analysts' expectations on strong growth in its Intelligent Cloud segment, ...

1don MSN

Microsoft’s (MSFT) Azure Strength, AI Alliance in Focus Ahead of Q4 Earnings

Microsoft Corporation (NASDAQ:MSFT) ranks among the best stocks to buy for the next 6 months. On July 29, ahead of the release of Microsoft Corporation (NASDAQ:MSFT)’s fourth-quarter fiscal 2025 ...

Why is Microsoft soaring while Amazon sinks? AI growing pains

Amazon is still the biggest cloud provider. But amid the AI boom, analysts wonder if Microsoft is catching up.

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