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Meta has quietly become one of Microsoft’s largest AI customers, spending hundreds of millions of dollars a year to access the Azure cloud service – and...
Microsoft says AI agents are already fundamentally changing how its software engineers work — and sales, finance and other knowledge workers are next. Charles Lamanna, Microsoft...
Microsoft and Amazon’s latest earnings reinforced a key theme in AI, demand for cloud infrastructure continues to outpace supply. Lazard Asset Management Portfolio Manager Celine Woo...
Gabriela Borges, Goldman Sachs managing director and senior software equity research analyst, joins Bloomberg after raising her price target on Microsoft, saying the software giant is...
Bloomberg’s Ed Ludlow breaks down why SK Hynix’s Korean shares slumped even after reporting a six-fold jump in profit and raised capital spending to a record...
Microsoft Security EVP Hayete Gallot explains why AI is forcing a complete rethink of cybersecurity, how the company’s new “Project Perception” aims to defend against machine-speed...
Microsoft Corp.’s Xbox plans to eliminate 3,200 jobs, or around 20% of its staff over the next year, as part of a massive reorganization to spur growth...
Bloomberg’s Ed Ludlow breaks down reports that OpenAI is holding early-stage discussions about giving the US government a 5% equity stake. Plus, Tesla’s delivery numbers rose...
Microsoft is mobilizing 6,000 employees in a new unit aimed at helping enterprise clients better utilize AI. Judson Althoff, CEO of Microsoft’s commercial business, discusses what...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss SpaceX’s plan to offer shares at $135 apiece to raise $75 billion in its IPO, rejecting yet another Wall...
