Microsoft says OpenAI is driving 45% of the backlog for Azure cloud computing

OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.
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Microsoft Q2 Earnings: CEO Nadella Defends AI Investments

Microsoft CEO Satya Nadella talks Copilot, Azure, AI, agents, OpenAI and more on the company’s Q2 earnings call.

Microsoft delivers strong Q2, but surging capex, in-line Azure growth prompts pullback: analysts

Microsoft (MSFT) delivered another impressive quarter of growth with its second quarter results, but analysts attribute the ...

Microsoft demand backlog doubles to $625 billion thanks to OpenAI, but hefty spending and slower revenue growth spook investors

Future revenues in the form of RPO rose 110% on the back of a $250 billion commitment from OpenAI, but Azure growth slowed to ...

Microsoft capital spending jumps, cloud revenue fails to impress, shares drop after hours

By Deborah Mary Sophia, Aditya Soni and Stephen Nellis Jan 28 (Reuters) - Microsoft said on Wednesday it had spent a record ...

Microsoft falls after Azure growth misses momentum amid AI splurge

Microsoft shares slumped after record AI-driven capital spending and a slowdown in Azure growth reignited investor concerns ...

Microsoft to report Q2 earnings with investors eyeing AI growth and spending

For the quarter, Microsoft is expected to report earnings per share (EPS) of $3.92 on revenue of $80.3 billion, according to ...

Microsoft: The AI Reality Check Investors Can't Ignore

Microsoft Corporation faces near-term AI ROI and margin risks amid rising capex, supply bottlenecks, and competition. Click ...
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From Azure To M365: Cloudibn Delivers Seamless Microsoft Security Coverage Along With Cybersecurity Services

CloudIBN ensures seamless Microsoft security coverage from Azure to M365, backed by expert cybersecurity services for complete cloud protection. MAIMI, FL, UNITED STATES, June 30, 2025 ...