Oracle's cloud backlog has swelled to $664 billion, and the stock has pulled back. Here's why long-term investors may want to ...

New plans for Azure could leave less room for Nvidia.

Microsoft AI CEO said its latest AI model outperforms an OpenAI base model on certain pre-training metrics using a quarter of ...

Microsoft Azure faces reported 20% cost-cutting talks amid rising AI infrastructure costs and talent competition.

Microsoft's AI chief told staff the company quietly trained a model that outperforms a key partner's flagship system at a ...

Arun Ulag, who previously oversaw Azure’s database products, will now also oversee Azure Core. Microsoft is overhauling the leadership of its Azure cloud business, cloud chief Scott Guthrie told staff ...

Azure Maia 200 now in production; Azure Maia 300 coming in 2027 As we move into the era of Super Intelligence, Microsoft is entering a new phase of infrastructure. We will scale our Azure Maia family ...

Microsoft has climbed back to record highs after a turbulent year for the tech giant's stock. Those who held on should ...

Compare Microsoft Maia 300 vs Nvidia Rubin NVL72 on HBM4 memory, bandwidth, rack design, availability, and efficiency claims ...

What confidential computing actually means for containers, who genuinely needs hardware-level memory encryption, and the real ...

Microsoft plans multigigawatt Azure Maia AI accelerator rollouts in 2027 to improve inference efficiency as power and chip ...