AI revenue run rate reached $13 billion, as the company reported $69.6 billion in revenue for the December quarter, up 12%, with earnings of $3.23/share, topping Wall Street's expectations by both measures.
Microsoft is trying to make users use Copilot more by removing a popular and helpful dictionary feature in Microsoft Word.
Microsoft is allowing Copilot+ PC users to test out the sexy new AI model from DeepSeek -- and on the NPU, no less.
Satya Nadella, CEO of Microsoft, said the spending was needed to overcome the capacity constraints that hampered the tech giant's ability to capitalize on AI.
Microsoft is making waves in the AI space, giving Windows users free access to OpenAI's o1 model, while OpenAI charges up to $200/mo for it.
In an apparent response to the attention on a new AI model out of China, Microsoft CEO Satya Nadella posted online
Microsoft reported lower-than-expected revenue growth for its AI and cloud divisions as scrutiny grows over tech's AI investments.
Microsoft on Wednesday forecast disappointing growth in its cloud computing business, sending its shares down 4.5% in after-hours trading as investors worry about big spending, elusive artificial intelligence revenue and competition from cheaper AI models from China.
The tech giants vow to barrel ahead despite the jolt from China’s DeepSeek.
SoftBank is in talks to invest in OpenAI, potentially deepening the relationship between the two companies that are already planning an artificial-intelligence infrastructure initiative.