Microsoft plans to start disclosing Azure quarterly revenue as part of a shift in its reporting structure, under which Azure revenue grew 42% to $29.42B in Q4
Microsoft will start disclosing quarterly revenue for its Azure cloud business for the first time, providing investors …
Sources: AI cloud computing provider Lambda raised ~$1B of private short-dated debt to finance the purchase of Nvidia GPUs, which will be leased by Microsoft
Lambda Inc., an AI cloud-computing provider backed by Nvidia Corp., has raised about $1 billion of private short-dated debt …
Sources: AI cloud computing provider Lambda raised ~$1B of private short-dated debt to finance the purchase of Nvidia GPUs, which will be leased by Microsoft
Lambda Inc., an AI cloud-computing provider backed by Nvidia Corp., has raised about $1 billion of private short-dated debt …
SEC filing: OpenAI invests ~$400M in its second startup fund, after it raised $175M for its first fund in 2021 from outside investors, including Microsoft
The ChatGPT maker is dedicating $400 million to investing in early-stage AI companies — OpenAI is launching a second startup fund …
Microsoft faces investor criticism over opaque financial reporting across capex, its OpenAI deal, and Azure, which is buried in the Intelligent Cloud segment
From capex to its flagship cloud platform, Microsoft stands out for lack of transparency — Cloud computing, meet cloudy numbers.
Amazon becomes the fifth company to pass a $3T market cap, joining Nvidia, Alphabet, Microsoft, and Apple, after hitting $2T in June 2024; AMZN closed up 4.58%
Amazon.com Inc. surpassed $3 trillion in market value for the first time, becoming only the fifth company to ever reach the milestone.
Amazon becomes the fifth company to reach a $3T market cap, joining Nvidia, Alphabet, Microsoft, and Apple; its stock closed up 4.58% on Monday
Amazon.com Inc. surpassed $3 trillion in market value for the first time, becoming only the fifth company to ever reach the milestone.
Sources: SoftBank gave $50M to Trump's library; Apple, Microsoft, and Amazon gave $25M, $10M, and $5M to his WH ballroom; Meta gave $10M to a pro-Trump group
Microsoft's stock closed up 15.5% on Thursday, adding ~$450B to its market capitalization, the largest single-day market value increase in stock market history
and its stock jumped the most in 18 yearsAmanda Gerut /Fortune:Microsoft's stock has biggest one-day gain since 2008, adding $480 billion in market value as cloud business boomsEdward Ludlow /Bloomber...
Chip stocks rallied Thursday after strong Microsoft and Lam Research earnings: Lam Research closed up 18%, Micron 18%, Sandisk 26%, Arm 7%, AMD 13%, Intel 11%
Samantha Subin /CNBC: