Cloud providers report a significant increase in demand for Nvidia H200 chips as DeepSeek's AI models gain traction.
Microsoft reported that its flagship cloud computing business experienced a slowdown in growth amid constraints on data ...
Microsoft shares tumbled Thursday after the company’s weaker-than-expected fiscal second-quarter cloud growth prompted some analysts to be more cautious about the stock.
Beyond the headline numbers, investors focus heavily on growth for Microsoft's Azure cloud-computing business — and that came up short this time around. Microsoft reported 31% growth for Azure in ...