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 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.

Microsoft Corp. said Wednesday that its profit for the October-December quarter grew 10% from the same time last year as it works to capitalize on the huge amounts of money it has spent to advance its artificial intelligence technology.

Microsoft reported lower-than-expected revenue growth for its AI and cloud divisions as scrutiny grows over tech's AI investments.

Microsoft is allowing Copilot+ PC users to test out the sexy new AI model from DeepSeek -- and on the NPU, no less.

Microsoft has made Chinese startup DeepSeek's R1 artificial intelligence model available on its Azure cloud computing platform and GitHub tool for developers, the U.S. company said on Wednesday.

It recently reported its fiscal Q2 2025 earnings. The stock tanked by 4% but started recovering immediately and is now down by 2% after earnings. Let’s take a look into what happened.

Investors grow concerned that AI expenses and a looming price war in cloud services could blow up its profits.

Microsoft confirmed it will bring the DeepSeek R1 model to Azure cloud and GitHub in a move that it hopes will lessen its reliance on OpenAI's models.

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.

Shares of AI infrastructure providing companies climbed on Thursday after positive commentary from Meta Platforms (NASDAQ:META) and Microsoft (NASDAQ:MSFT) on capital expenditure related to the technology.