Microsoft's AI chief told staff the company quietly trained a model that outperforms a key partner's flagship system at a ...

New plans for Azure could leave less room for Nvidia.

Meeza and Microsoft have partnered on a sovereign private cloud offering in Qatar. Based on Azure Local infrastructure, it ...

Microsoft has fixed an issue in Windows 11 that could result in a black screen after the user logs into their computer.

Alphabet is growing its cloud faster, but Microsoft is funding its AI buildout from its own cash while Alphabet sells stock ...

Oracle's cloud backlog has swelled to $664 billion, and the stock has pulled back. Here's why long-term investors may want to ...

Oracle's cloud backlog has swelled to $664 billion, and the stock has pulled back. Here's why long-term investors may want to take a closer look.

Hello, this is TechAlpha.From the end of October through November, major U.S. tech companies will begin reporting their ...

Buyers are paying for growth, and Microsoft (MSFT) is delivering it. The stock returned 37.2% between July 17 and October 15, 2026, against 4.1% for the S&P 500. Revenue climbed 17.7% in fiscal Q4 ...

Microsoft's Maia 300 claims 40% more tokens per megawatt than GPU systems. Here's what the chip's design says about AI's real ...

Microsoft shares fell nearly 2% as concerns over inflation, AI infrastructure spending and the company's premium valuation outweighed recent analyst optimism about Azure and enterprise AI demand.

Those who want to understand TSMC's earnings and those interested in AI trends. Author's stance: Based on corporate earnings ...