Recently, Microsoft CEO Satya Nadella delivered some insights that may present at least a temporary roadblock for the sector. The insights suggest bad news for AI investors.

Big quote: Energy supply has become the defining challenge in AI infrastructure, shaping innovation faster than hardware availability. Microsoft CEO Satya Nadella highlighted this shift during a joint ...

How much power is enough for AI? Nobody knows, not even OpenAI CEO Sam Altman or Microsoft CEO Satya Nadella. That has put software-first businesses like OpenAI and Microsoft in a bind. Much of the ...

OpenAI restructured the company, valuing Microsoft's stake at approximately $135 billion. The deal also redefines some key parts of the relationship. Microsoft Azure, which benefits from OpenAI, could ...

Update: Microsoft provided commentary on its earnings call and said it expects to spend more in fiscal 2026 to grow its business than it previously forecast. It now expects total spend to increase ...

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Xbox has been at the center of headlines these days. From Sarah Bond teasing a premium, curated Xbox experience to Phil Spencer sort of confirming about next-gen Xbox being first-party, there’s a lot ...

NEW DELHI, Oct 29 (Reuters) - Microsoft (MSFT.O), opens new tab chief executive Satya Nadella is set to travel to India in December, his second visit to the South Asian country this year where he ...

Satya Nadella says AI is forcing CEOs to "learn the new production function" or get left behind. Microsoft's CEO warns the AI era is "ripping and replacing" how companies build, sell, and operate. He ...

Microsoft CEO Satya Nadella has dropped yet another hint that the next-gen Xbox is basically a PC. A new report this week claimed the next Xbox is a console / PC hybrid that will play PlayStation ...

TL;DR: Microsoft CEO Satya Nadella reveals the next-gen Xbox will innovate by blending PC and console gaming, emphasizing Windows as the largest gaming platform. Microsoft aims to enhance gaming ...

Days after a report from Bloomberg explained that Microsoft has expected unrealistic profit margins from its gaming division—one likely reason for its raft of studio closures, game cancelations and ...