With one of the largest capital budgets in the AI industry, Microsoft is not immune to the risk of overbuilding data center capacity. Read why MSFT is a Sell.

This move builds on a previous $3bn commitment announced earlier this year, which Microsoft plans to invest by the end of 2026.

Microsoft Chairman and CEO Satya Nadella on Tuesday announced an investment of USD 17.5 billion in India to bolster nation’s rapidly growing AI infrastructure ...

Microsoft is expanding Azure's AI stack with more model choices in Microsoft Foundry and more flexible hybrid and sovereign deployment paths, reinforcing a build-on-Azure-AI, deploy-where-needed ...