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Microsoft’s AI revenue run rate reaches $13B annually

Microsoft’s AI revenue run rate reaches $13B annually as tech giant tops earnings expectations

AI revenue run rate reached $13 billion, as the company reported $69.6 billion in revenue for the December quarter, up 12%, with earnings of $3.23/share, topping Wall Street's expectations by both measures.

MarketWatch · 1d

Microsoft says AI revenue has surpassed $13 billion annual run rate

Microsoft CEO Satya Nadella told analysts on the company's earnings call that its revenue from AI has surpassed an annual run rate of $13 billion. He said Microsoft has more than 200,000 monthly users on its Azure AI services,

Money Morning · 2h

Microsoft's Q2 Surprise: AI Revenue Soars 175%

Before that, a clip of Satya Nadella being “good” with his $80 billion went viral, and it seems as if Microsoft is only doubling down on AI from now. It recently reported its fiscal Q2 2025 earnings.

Microsoft, Meta CEOs Defend Hefty AI Spending

Reuters on MSN · 7h

Microsoft, Meta CEOs defend hefty AI spending after DeepSeek stuns tech world

By Aditya Soni and Deborah Mary Sophia (Reuters) -Days after Chinese upstart DeepSeek revealed a breakthrough in cheap AI computing that shook the U.S. technology industry, the chief executives of Microsoft and Meta defended massive spending that they said was key to staying competitive in the new field.

GeekWire · 1d

Microsoft CEO says AI use will ‘skyrocket’ with more efficiency amid craze over DeepSeek

In an apparent response to the attention on a new AI model out of China, Microsoft CEO Satya Nadella posted online

New York Post · 1h

Tech stocks mixed as Meta, Microsoft affirm big AI spending plans after DeepSeek turmoil

Key tech stocks were a mixed bag in early trading Thursday after executives at Meta and Microsoft said they plan to keep pouring billions of dollars into AI – despite lingering anxiety over the

DeepSeek, Microsoft and AI

Reuters · 21h

Microsoft rolls out DeepSeek's AI model on Azure

Microsoft has made Chinese startup DeepSeek's R1 artificial intelligence model available on its Azure cloud computing platform and GitHub tool for developers, the U.S. company said on Wednesday.

The Verge · 31m

Inside Microsoft’s quick embrace of DeepSeek

Distilled R1 models can now run locally on Copilot Plus PCs, starting with Qualcomm Snapdragon X first and Intel chips later. This brings a lot more AI capabilities to Windows, and it’s something Microsoft was already working on with its Phi Silica language models.

BGR · 19h

Microsoft just added DeepSeek R1 to Azure AI Foundry and GitHub

Microsoft made DeepSeek's groundbreaking R1 AI model available on the Azure AI Foundry platform as well as GitHub.

19h

Microsoft CFO tells employees in an internal memo to 'focus' amid AI news like DeepSeek and Stargate

Microsoft CFO Amy Hood had a message for Microsoft employees amid the DeepSeek and Stargate news, internal memo shows.

2hon MSN

Nvidia Stock Falls. What Microsoft and Meta Earnings Mean for the AI Chip Maker.

Investors were looking to Microsoft and Meta to provide reassurance that they will keep spending heavily on Nvidia chips.

1hon MSN

Microsoft cloud growth constrained by data center shortage

Microsoft said its cloud-computing business will continue to grow slowly in the current quarter as the company struggles to ...

19hon MSN

Microsoft's AI business is booming. It's not enough to soothe investors.

Microsoft reported lower-than-expected revenue growth for its AI and cloud divisions as scrutiny grows over tech's AI ...

12h

Microsoft shares slide as cloud forecast, AI spending disappoint

Microsoft on Wednesday forecast disappointing growth in its cloud computing business, sending its shares down 4.5% in ...

Microsoft earnings: AI is the big theme as investors focus on cloud growth, DeepSeek

Microsoft will report its fiscal second-quarter results after Wednesday's closing bell, with investors focused on all things ...

22h

AI Will Be Front and Center Tonight

Musk has his fingers in a lot of pies and most have something to do with artificial intelligence. That makes Tesla’s earnings ...

OpenAI launches ChatGPT Gov for U.S. government agencies amid rising AI competition

Microsoft -backed artificial intelligence (AI) bellwether OpenAI has launched ChatGPT Gov, a tailored version of ChatGPT ...

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