… "The release answered the near-term execution question, but not the longer-term capital intensity question," said Monteiro. Microsoft has made massive investments in AI infrastructure, and those bills eventually come due. …
… They also contend Microsoft failed to disclose Azure’s revenue slump while pouring billions into expanding AI data center infrastructure. …
… They further alleged that Microsoft failed to disclose a slump in cloud revenue while continuing to invest billions of dollars in building out AI infrastructure without tangible returns. The complaint was filed in federal court in Seattle by the Michigan-based City of St. …
… Perhaps more concerningly, other emails claim to have a confidential message waiting for the recipient at a web address included in the email. While Microsoft investigates the phishing scam, it’s crucial to stay vigilant when handling emails from the compromised address. …
… Earlier this year, Microsoft President Brad Smith highlighted the company's efforts to build "Community-First" AI infrastructure , which addresses some of the issues raised by communities themselves, including reducing its water consumption and promising not to increase electricity bills. …
… As it happens, shareholders recently filed a class action lawsuit against Microsoft , accusing the company of hiding cloud weakness while pouring billions into AI infrastructure. …
… However, the tech giant isn't giving up on its AI ambitions, as it plans to invest $146 billion in infrastructure in 2026. …
… The news led to another solid uptick for Microsoft's stock price, which has taken a battering over the past year over its AI infrastructure spending. …
… News AI Microsoft is reportedly planning to host Elon Musk's Grok AI model. However, it won't host xAI's servers to train any of its future AI models. AI Microsoft Microsoft cloud dominates the messaging as Redmond beats Wall Street expectations to post yet another record quarter. …
… Altman trial that it has spent more than $100 billion on its partnership with OpenAI, largely on infrastructure and hosting costs via Bloomberg . “We needed to build Azure infrastructure in advance of providing those services to OpenAI,” Wetter added. …