While some believe the 7% growth rate from AI for Azure may be a "little lackluster," KeyBanc analyst Jason Ader said it actually shows AI-related capacity constraints, as demand continues to ...

On Wednesday, the Redmond company announced that the R1 model from DeepSeek is now available on Azure AI Foundry and GitHub. This surprisingly sudden move comes despite the fact that OpenAI claims ...

Jan 29 (Reuters) - Microsoft (MSFT.O), opens new tab has made Chinese startup DeepSeek's R1 artificial intelligence model available on its Azure cloud ... on Wednesday. The AI model will be ...

During Wednesday’s quarterly earnings call, Microsoft CFO Amy Hood said that non-AI Azure sales saw ‘go ... underneath AI workloads and that VMware migration work was “in good shape.” ...