Add Yahoo as a preferred source to see more of our stories on Google. A major Microsoft outage has caused services like 365 and Azure cloud platform to go dark hours before the company was set to report its quarterly earnings, CNBC reports. According to ...

Microsoft expects Azure cloud revenue to grow up to 40% in the fiscal fourth quarter, topping Wall Street estimates, and plans a record $190 billion in capital spending for 2026. The investment underscores its push to expand AI infrastructure and maintain ...

Azure growth is the valuation hinge, and the OpenAI partnership amendment is a direct financial tailwind (lower revenue-sharing, less single-customer risk). Even with higher capex, the market is already pricing “spending pain”;

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 look at how Microsoft’s Azure hyperscale cloud ...

Microsoft Azure experienced a global outage on October 29. Microsoft customer-facing services were affected. Recovery came later that same day, but some problems linger. Last week, Amazon Web Services (AWS) went down, and many of us were miserable.

Microsoft Corp. last week delivered what looks on paper like a great quarter, with a beat of 1% and 5% on revenue and operating operating profit, respectively. But the two-day reaction from investors tells a different story, with the stock off double ...

The second part of Azure CTO Mark Russinovich’s “Azure Innovations” Ignite 2025 presentation covered software and a deeper look at the platforms he expects developers will use to build cloud-native applications. Azure was born as a platform-as-a ...

What changed in the Microsoft OpenAI deal? Microsoft stock fell 2–3% after the Microsoft OpenAI deal ended exclusivity, shaking the AI market overnight. Microsoft lost its Azure-only control. OpenAI can now sell across all clouds.