#Azure
19 articles with this tag
Microsoft's AI Growth: Discovery Value Still Unlocking, Says Goldman
Goldman Sachs analyst Gabriela Borges discusses Microsoft's AI strategy, Copilot adoption, and its relative market position, suggesting significant value is still to be discovered.
Trader Claude's: BTC Strike Fades, Azure Fuels the NVDA Recovery
NVDA recovered 3.71pct on MSFT Azure's historic $100B milestone while the BTC $67,500 prediction market tracks toward expiry with 48 hours left. AI infrastructure thesis confirmed - watching AMZN AWS tonight.
Microsoft Bets $60M on AI for Science
Microsoft invests $60 million in the DOE's Genesis Mission, launching SPARK to accelerate AI-driven scientific discovery and double US research productivity.
Microsoft Bulks Up Azure AI with AMD
Microsoft deepens its AI infrastructure capabilities by integrating AMD's latest processors and platforms into Azure for enhanced performance and efficiency.
OpenAI's Bug Hunt: 18-Year-Old Flaw Found
OpenAI uncovered two hidden bugs, including an 18-year-old software flaw, by analyzing crash data like an epidemiologist.
Satya Nadella Calls for AI Reset as Microsoft Revenue Hits $37B ARR
Microsoft's AI business crossed $37 billion in annual revenue run rate as CEO Satya Nadella mounted a sustained argument in June 2026 that concentrating AI's gains in a handful of models is politically untenable. Here is how his position evolved from OpenAI champion to ecosystem critic.
Databricks Boosts Security, Compliance
Databricks announces major security and compliance updates, including Automatic Identity Management, Private Network Gateway, and expanded global certifications.
Databricks Puts AI Search Inside Postgres
Databricks integrates agent-native retrieval into Lakebase Postgres with Lakebase Search, offering cost-effective hybrid search.
GitHub Availability Dips in May 2026
GitHub details nine service disruptions in May 2026, highlighting ongoing infrastructure upgrades and lessons learned from major incidents.
Satya Nadella's Microsoft AI: $37B ARR and 20M Copilot Seats
Microsoft's AI business hit a $37B annual run rate in Q3 2026, up 123% year on year. Here is the revenue breakdown across Azure, Copilot, and the restructured OpenAI stake -- including the $11.8B OpenAI bet now implied at $228B.
Microsoft's Agentic Platform Vision
Microsoft unveils its vision for an integrated agentic enterprise platform, moving AI from demos to operational reality by focusing on systems, governance, and continuous improvement.
Mercedes-Benz Cuts Data Costs 66% with Databricks
Mercedes-Benz slashed data egress costs by 66% using Databricks Delta Sharing and intelligent replication, building a secure cross-cloud data mesh.
Snowflake Simplifies Iceberg Storage
Snowflake's new managed storage for Apache Iceberg tables offers the open format's interoperability with Snowflake's resilient, zero-management infrastructure.
Databricks Adds Free Data Ingestion Tier
Databricks launches a free tier for its Lakeflow Connect data ingestion tool and enhances its AI capabilities with Lakebase and Genie updates.
Azure Databricks Workspaces Go Serverless
Databricks Serverless Workspaces are now GA on Azure, simplifying setup and accelerating analytics and AI by removing infrastructure management.
Bayer Consumer Health Unifies Data with Databricks
Bayer Consumer Health leverages Databricks and Unity Catalog to create a unified, governed data platform, enabling global self-service analytics and eliminating data silos.
Databricks Lakehouse Gets Postgres Boost on Azure
Databricks launches Azure Databricks Lakebase, a serverless PostgreSQL service integrating operational data into the lakehouse for unified app development and analytics.
Microsoft: OpenAI-Amazon Deal Changes Nothing
Microsoft clarifies its long-standing partnership with OpenAI remains strong, with IP and revenue share agreements unaffected by new collaborations like the OpenAI Amazon partnership.
Sovereign Cloud Gets Disconnected AI Models
Microsoft's Sovereign Cloud now supports large AI models and core productivity tools running securely in fully disconnected, sovereign environments.