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Azure

Microsoft Azure Microsoft Sales Growth AI Integration AI Infrastructure Azure Communication Services VMWare Digital Assets AI Services OpenAI AI Demand Revenue Growth U.S. Air Force AI Solutions Azure Front Door Artificial Intelligence Market Demand Generative AI Azure Digital Twins Outages AI Investments Azure Database Management

4 ARTICLES

2mo ago

Microsoft Posts Big AI and Azure Gains While Committing to Record Data‑Center Spending

The company’s rapid AI monetization and Copilot adoption are driving heavy near‑term capital outlays that will pressure cloud margins and set up a test at the July 29 earnings report.

10 ARTICLES

3mo ago

Microsoft Launches In‑House AI Models at Build 2026 to Shift Off Third‑Party LLMs

7 ARTICLES

6mo ago

CrowdStrike Rallies After Morgan Stanley Names It a Top Pick Following ARR Milestone