Jefferies analyst Brent Thill said in a note this week that Microsoft Corporation (NASDAQ:MSFT) recent share-price pullback ...

Wall Street's latest bullish call on Microsoft suggests the software giant's rally may be far from over, with one major bank ...

NVIDIA CEO Jensen Huang just told us what the market already knew but few wanted to price in: we need trillions more dollars ...

Microsoft CEO Satya Nadella directly equates the future of AI models (foundation/LLMs) to the historical evolution of the ...

OpenAI has released its first set of open-weight models since GPT-2, and Microsoft is accelerating developer adoption by launching these models-gpt-oss-120b and gpt-oss-20b--on both Azure AI Foundry ...

Artificial intelligence is currently running on a one-lane CapEx highway that is capacity-constrained. Hyperscaler cloud providers are the largest contributor to the momentum and as such, investors ...

There’s been some interesting microsoft news lately, and it’s got investors talking. While Microsoft’s Azure cloud service ...

Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. In this episode, Thomas Betts chats with ...

Artificial intelligence is no longer a futuristic buzzword it’s a foundational technology reshaping how businesses operate, ...

AI tooling is easier to adopt than ever, but many startups are layering models, frameworks, and APIs long before they understand their real value. This article examines how premature AI stacks create ...

Oct. 10, 2025 — Microsoft Azure announced the NDv6 GB300 VM series, which the company said is the first supercomputing-scale production cluster of NVIDIA GB300 NVL72 systems, built for OpenAI AI ...