Microsoft faces intensifying competition from Alphabet/Google, as both companies' AI and cloud strategies increasingly ...

Alphabet Inc. has successfully converted AI from a threat to an additive opportunity to its existing moat. Learn more about ...

Overview: NVIDIA continues to dominate AI hardware with powerful GPUs and an unmatched software ecosystem supporting global ...

This suggests that the company has a more favorable balance between debt and equity, which can be perceived as a positive ...

The AI revolution is creating a new investment battleground, not in flashy apps or models, but in the infrastructure that powers them. Compute capacity, GPU clusters and hyperscale cloud platforms ...

Microsoft's Azure Virtual Desktop (AVD) now supports hybrid environments, enabling on-premises Arc-Enabled Servers to act as ...

Azure Copilot’s six new AI agents assist with a wide range of Azure cloud management tasks, either on their own or working ...

At the Ignite conference, Microsoft unveiled the Cobalt 200 ARM processors, boasting a remarkable 50% performance boost.

Overview Cloud tools help finance teams manage budgets, forecast, and gain real-time cost visibility.FinOps platforms allow ...

Learn how to build production-ready AI agents using Azure Functions, Microsoft Foundry, and the MCP in this deep-dive with ...

Under the terms of the deal, Anthropic will purchase $30 billion worth of Azure's computing capacity from Microsoft.