DeepSeek, Microsoft and AI

Key Takeaways Microsoft shares dropped after fiscal second-quarter results were reported late Wednesday. Multiple analysts ...
Microsoft’s cloud and AI businesses are doing pretty well — and their impact is being felt across the company. In its Q2 2025 ...
Microsoft, MSFT, CEO Satya Nadella is expected to talk about DeepSeek, Stargate, Azure, Copilot, AI, GenAI and more on the ...
AI revenue run rate reached $13 billion, as the company reported $69.6 billion in revenue for the December quarter, up 12%, ...
Enterprise AI workloads and OpenAI training consumed Azure resources last year. “We have been short power and space,” CFO Amy Hood said.
Distilled R1 models can now run locally on Copilot Plus PCs, starting with Qualcomm Snapdragon X first and Intel chips later.
We continue to believe that Microsoft remains uniquely positioned to monetize the vast new AI opportunity across applications ...
Microsoft will report its fiscal second-quarter results after Wednesday's closing bell, with investors focused on all things ...