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Microsoft CEO Satya Nadella's $80 Billion Promise

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The American Bazaar · 20h
Microsoft’s Satya Nadella promotes Co-Pilot AI in latest earnings call
Microsoft highlights Copilot AI adoption, cloud growth, and massive AI infrastructure investments during Nadella’s latest earnings call.

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CRN · 1d
Microsoft Q2 Earnings: CEO Nadella Defends AI Investments
 · 1d · on MSN
Microsoft CEO Satya Nadella's $80 Billion Promise: What It Means for Nvidia and AI Stocks
 · 9h
Nvidia's Plan To Invest Up To $100 Billion In OpenAI Has Stalled: Report
Nvidia's plan to invest up to $100 billion in OpenAI to help it train and run its latest artificial-intelligence models has stalled after some inside the chip giant expressed doubts about the deal, th...

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 · 9h
Nvidia halts plan to invest $100 billion in OpenAI, WSJ says
 · 1d
Nvidia, Microsoft, Amazon in talks to invest up to $60 bn in OpenAI
newsbytesapp.com · 1d
Amazon in talks to invest $50B in OpenAI
The Wall Street Journal reports that Amazon may invest at least $50 billion as part of this record-breaking round.

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 · 1d
Nvidia, Amazon and Microsoft in talks to invest up to $60 billion in OpenAI: Report
newsbytesapp.com · 1d
Amazon may invest $50B in OpenAI: Report
18h

Satya Nadella argues that Microsoft's AI bet is paying off as Copilot usage nearly triples

The concern stems from Microsoft's capital expenditures, which have soared to near-record levels. The company spent $88.2 billion last fiscal year and $72.4 billion in the
2don MSN

Satya Nadella says these 2 technologies are 'pushing the frontier.' Investors have doubts

Microsoft’s Q2 earnings beat analyst expectations, but two key numbers raised concerns.
2don MSN

Microsoft says OpenAI is driving 45% of the backlog for Azure cloud computing

OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.
1d

Microsoft touts M365 Copilot momentum, claims 15M paid users

Although the company is boasting about the popularity of its genAI tools, one analyst labeled the latest numbers a ‘disappointing uptake.’
1don MSN

Microsoft won’t stop buying AI chips from Nvidia, AMD, even after launching its own, Nadella says

Microsoft says its own chip leapfrogs those made by other cloud providers like Amazon and Google. But it needs more.
2d

Microsoft demand backlog doubles to $625 billion thanks to OpenAI, but hefty spending and slower revenue growth spook investors

Future revenues in the form of RPO rose 110% on the back of a $250 billion commitment from OpenAI, but Azure growth slowed to 39% in the second quarter.
8don MSN

Satya Nadella’s new metaphor for the AI Age: We are becoming ‘managers of infinite minds’

Microsoft CEO Satya Nadella riffed on some famous lines from tech leaders past this week in an appearance at the World Economic Forum in Davos, Switzerland, and offered up his own trippy candidate to join the canon of computing metaphors.
2don MSN

AI security startup Outtake raises $40M from Iconiq, Satya Nadella, Bill Ackman, and other big names

Outtake makes an agentic cybersecurity platform to help enterprises detect identity fraud. Its angel investors read like a who's who of tech industry names.
CIO Dive
1d

Microsoft AI investments raise questions about long-term strategy

CEO Satya Nadella reported rising interest in cloud and AI sovereignty, which analysts warned could lead to more selective enterprise buying patterns.
2d

Microsoft Continues to Spend Big on A.I. While Profit Jumps 60%

The company said on Wednesday that revenue in the most recent quarter was $81.3 billion, but its share price dropped more than 5 percent in after-hours trading.
1d

Chrome Token-Theft Extensions, Nadella Europe Sovereignty, ChatGPT Age-Checks | Ep. 41

In today’s 2-Minute Tech Briefing, researchers flag fake Chrome productivity extensions stealing session tokens from Workday, NetSuite, and SuccessFactors. Satya Nadella argues Europe’s sovereignty should focus on who controls intelligence,
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