Microsoft’s Data Center Crunch Persists Despite Heavy Spending

Microsoft Corp. is still suffering from a computing capacity crunch despite massive spending on data centers, a scenario that weighed on the company’s closely watched Azure cloud unit.

Investors are growing skeptical of colossal AI-spending plans by tech giants like Meta and Microsoft

Meta and Microsoft said they planned to spend even more on AI in 2026, and fears of a bubble keep mounting.

Microsoft prepares to spend more on AI as its sales and profit surge

Microsoft has reported an 18% increase in quarterly sales, reaching $77.7 billion, surpassing Wall Street expectations
The Economist

Google v Microsoft: the battle of AI business models

Microsoft has pulled this off while relaxing its grip on Open AI by, for instance, letting it use alternative sources of computing power so long as it asks first. On October 28th Microsoft loosened the setup once again,

Microsoft Increases Investments Amid A.I. Race

The company’s A.I. offerings are driving “real-world impact,” Satya Nadella, Microsoft’s chief executive, said in a statement. “It’s why we continue to increase our investments in A.I. across both capital and talent to meet the massive opportunity ahead.”

Princeton and NJ AI Hub will use new Microsoft tool to speed research

The AI tool will help researchers accelerate the pace of their analysis and discover patterns it would take humans a long time to find on their own.

Microsoft is winning market share in the cloud, this analyst says

Microsoft's recent cloud-computing performance reflects that the company has been picking up market share at the expense of hyperscale rivals, according to Cantor Fitzgerald analyst Thomas Blakey. That's mainly driven by the company's artificial-intelligence advantages,

OpenAI restructuring pushes Microsoft’s valuation above $4tn

OpenAI has completed a long-awaited restructuring, handing its largest shareholder Microsoft a $135bn stake and propelling the software giant to a $4tn market capitalisation. Microsoft will take a 27 per cent holding in the ChatGPT creator,
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