Following a meeting with Microsoft (MSFT) executives, Morgan Stanley analyst Keith Weiss believes the tech giant's Azure unit ...
My bullish thesis on Microsoft hasn't played out well, with Azure growth and ARPU pricing tailwinds not meeting expectations. Azure faces supply constraints and likely market share loss, and MSFT's ...
Microsoft has released a set of updates to its Azure cloud computing platform to make it cheaper, more scalable, and easier to manage. On top of that, the company has shipped a new SDK for node.js, ...
Microsoft's new gpt-realtime-mini and gpt-4o-mini models in Azure AI Foundry offer 70% lower costs and 50% better accuracy, targeting enterprise voice agents.
The move comes as Microsoft officially launches its Windows Azure cloud computing platform as a pay service, prompting some industry watchers to see the AWS rate decrease as a signal of a price war ...
Microsoft Azure and Google Cloud offer a wide range of cloud computing services, but Azure is more enterprise-focused, while Google Cloud has a stronger focus on AI and machine learning. Looking to ...
Microsoft slices costs for a popular instance type on Azure, but the steepest discounts go to those who purchase an Enterprise Agreement Competitive cost-cutting between clouds comes in cycles, and it ...
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