Останні новини та аналітика про Microsoft | Yellow

AI compute deal activity accelerated Thursday as ChronoScale said it will build Microsoft (MSFT) a 50-megawatt AI deployment in North America, underscoring how power capacity, not chip supply, now caps AI infrastructure growth. Key Takeaways ChronoScale will build Microsoft a 50-megawatt AI compute

CoreWeave delivered its strongest quarterly results since going public, posting $2.6 billion in Q2 2026 revenue that roughly doubled year-over-year, and coreweave stock climbed as much as 11% in extended trading Tuesday night. The surge silenced near-term skeptics who had braced for a rough reaction

Apple agreed to build iPhone to Windows copy and paste by fall 2027 after Microsoft filed an interoperability request under European Union rules. Key Points: Microsoft submitted the clipboard request on Mar. 25, and Apple confirmed on Jun. 26 that it would build a solution. Users would grant one-tim

Microsoft (MSFT ) shares surged after Azure growth accelerated to 43%, giving investors the clearest evidence yet that the company’s record AI infrastructure spending is generating returns. Key Points: Azure revenue increased 43%, its fastest growth in four years. Quarterly capital expenditures rose

Alphabet delivered one of its strongest cloud quarters on record in Q2 2026, beating Wall Street expectations on revenue growth and cementing Google Cloud as the clearest beneficiary of surging enterprise AI demand. Yet, investors responded by selling the stock, spooked by a dramatic escalation in c