Microsoft is preparing to report its fiscal Q4 results amid scrutiny over rising AI-related capital expenditures. UBS maintains a 'Buy' rating but notes that while demand for Azure and AWS remains strong, capacity limits and AI optimization efforts may cap growth. The firm raised its fiscal 2027 capex forecast to $261 billion due to AI model training needs and memory cost inflation. Despite a 19% stock drop this year, UBS sees Microsoft as reasonably valued given its AI monetization potential and steady earnings growth prospects.
Microsoft has introduced Project Perception, a new AI-powered security system designed to defend against cyber threats created by attackers using artificial intelligence. The system uses specialized agents to identify vulnerabilities, assess risks, a...
Microsoft introduced MAI-Cyber-1-Flash, its first AI model specialized in cybersecurity, designed to detect vulnerabilities in complex code. Alongside, it launched Perception, a new AI-driven security platform that automates bug detection and remedia...
Nvidia and OpenAI are discussing a massive $500 billion investment to build a data center in southern Ohio, which would become the largest in the world by power capacity at 10 gigawatts. Nvidia may provide $250 billion to help OpenAI lease the site, ...
Microsoft's stock has dropped over 20% in the past year due to concerns about free cash flow compression and margin pressure from heavy capital spending on AI infrastructure. The company faces challenges in sustaining historical returns as growth in ...
OpenAI CEO Sam Altman will meet with senior US officials and lawmakers in Washington, D.C. to showcase upcoming AI models and discuss cybersecurity issues following a recent AI-related cyber incident. The visit comes amid a heated debate over restric...
