Stifel believes that heavy AI spending and rising competition could weigh on Microsoft 's growth. The investment firm downgraded the "Magnificent Seven" technology titan to a hold rating from buy.

Microsoft’s Azure cloud platform suffered a broad multi-hour outage beginning on Monday evening, disrupting two critical layers of enterprise cloud operations. The outage, which lasted over 10 hours, ...

Despite Amazon (AMZN) underperforming Microsoft (MSFT) last year, their share performance has diverged since November 2025, when Amazon started to outperform Microsoft, as can be seen below. The ...

Microsoft is facing increasing pressure on its cloud infrastructure, and OpenAI is now at the center of that strain. During its fiscal second-quarter earnings report, the software giant revealed that ...

Chinese AI startup DeepSeek on Tuesday released a research paper and open-sourced its latest optical character recognition (OCR) model, DeepSeek-OCR 2, aiming to improve how machines interpret and ...

“We are only at the beginning phases of AI diffusion and already Microsoft has built an AI business that is larger than some of our biggest franchises,” said Satya Nadella, chairman and chief ...

The focus of this new AI accelerator is inference— the production deployment of AI models in applications. Its architecture combines high compute performance with a newly designed memory system and a ...

Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. Cory Benfield discusses the evolution of ...

Azure CTO Mark Russinovich’s annual “Inside Azure Innovations” presentations give us a look at cooling innovations, bare-metal servers, and better storage. As 2025 comes to an end, it seems fitting to ...

Mistral AI, the French artificial intelligence company valued at €11.7 billion, unveiled its third-generation optical character recognition model on Tuesday, positioning document digitization as the ...

Microsoft is steadily broadening Azure's AI platform so developers have both richer building blocks for AI application development and more flexibility in where those applications can run. The effort ...