In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and would "continue to ...

Azure AI Foundry Labs will enable developers to experiment with new models and explore the latest frameworks, the company ...

(Reuters) - Microsoft has scrapped leases for sizeable data center capacity in the U.S., suggesting a potential oversupply at ...

Microsoft has begun canceling leases for a substantial amount of datacenter capacity in the U.S., TD Cowen said in a report.

Microsoft hasn’t backed off its plan for the current fiscal year but acknowledged that it may makes some infrastructure ...

The move may reflect concerns about whether it’s building more AI computing than it will need over the long term, TD Cowen ...

An analyst note flagging a possible slowdown by Microsoft in leasing for data center capacity grabbed the market's attention ...

Microsoft has pledged to spend at least $80 billion over the course of its fiscal year, which ends in June, on new data ...

Google is reportedly developing a similar "AI Mode" for its Search platform, which is expected to launch in the near future ...

Microsoft is reportedly beginning a test for an "AI Search" mode in Bing, which leverages its Copilot AI software. AI Search ...

The development comes as investors are closely watching whether Big Tech hyperscalers will continue to spend heavily on AI ...

Microsoft is testing a new feature on Bing called "AI Search," which replaces blue links with AI-summarized answers.