On October 12, 2026 (US time), Microsoft announced Azure Maia 300, its in-house accelerator for AI inference. According to the company's announcement, production deployment will begin in 2027, and ...

I am initiating Microsoft with a Buy rating and a $611 price target, implying 14% upside. I believe Azure expansion, ...

Microsoft has regained a $4 trillion market capitalization, marking a significant recovery for one of the world’s largest ...

Microsoft on October 12 detailed Maia 300, a third-generation Azure AI system it plans to begin deploying in production in 2027. Microsoft says a 96-accelerator rack will provide 27.6 TB of HBM ...

- Microsoft's Azure cloud revenue surpassed $100B in FY2026, growing 43% YoY in Q4, but shares remain below 52-week highs ...

- Azure revenue grew 43% YoY in Q2, accelerating from 40%, as capacity bottlenecks eased and demand converted to revenue. - ...

Microsoft shares rose 2.3% as investor confidence in its AI strategy strengthened, following strong cloud growth, Copilot updates and new hardware, despite concerns over heavy infrastructure spending.

Decision-1, a new-generation fast decision-making AI model designed specifically for structured decision tasks. The model ...

Microsoft-Decision-1 is a Qwen3.5-9B decision-scoring model returning calibrated option probabilities at 85 ms p50 for $0.042 ...

Microsoft's Kim Manis discusses Fabric's latest developments in governance, AI agents, CI/CD, pricing and monitoring, and how they could change the way organizations manage data.

Microsoft is becoming the common foundation for enterprise end-user computing, but that doesn't mean IT environments are becoming simpler.

Microsoft unveiled Wednesday an AI coding model that can run directly on personal computers and new security technology to ...