Microsoft's cloud backlog surged to $625B, with OpenAI driving nearly half the demand, fueling investor concerns over capacity limits, rising AI costs, and Azure growth.

Microsoft’s Azure SRE Agent is an AI-powered assistant designed to transform how SRE (Site Reliability Engineering) works in Azure cloud systems. Since organizations’ infrastructure keeps growing, it is harder for Site Reliability Engineers to keep ...

Microsoft Corp.’s new financial disclosures include changes to the way it reports Azure metrics. The company said the change was to better align Azure with consumption revenue and by inference, more closely aligning with how Amazon Web Services Inc., the ...

It's not just Azure, though Azure support is a big culprit. So what can Microsoft do to fix it, and why is the answer AI? Microsoft Azure has been wildly successful. What started as a weird combination of Windows Azure and SQL Azure has evolved to become ...

A logo sits illuminated at the Microsoft booth in the Mobile World Congress 2024 on Feb. 26, 2024, in Barcelona, Spain. (Photo by Xavi Torrent/Getty Images) Microsoft’s increasingly ubiquitous artificial intelligence model has gotten the green light for ...

--Microsoft's margins are likely to compress over the course of 2026 due to increased spending, Stifel analyst Brad Reback says. To offset that, the company will need its Azure product to grow faster than its capital expenditure rate, Reback says. Right now, data suggests demand for Azure is outpacing supply, he says.

UBS reduced its price target to $600 from $650 and kept a ‘Buy’ rating. ・The firm highlighted progress in the company’s build-out of large Fairwater AI data centers in Atlanta and Wisconsin as catalysts.