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Tag: Satya Nadella

Microsoft’s AI Bet: $30B Capex Gamble Meets Record Stock
BusinessSoftwareTechnology

Microsoft’s AI Bet: $30B Capex Gamble Meets Record Stock

Microsoft faces its moment of truth as quarterly earnings reveal whether massive AI infrastructure investments can deliver promised returns. With Azure growth critical and capex soaring, the cloud giant’s strategy faces its biggest test yet.

by Liam DorseyOctober 29, 2025November 2, 2025
Microsoft and OpenAI Resolve Funding Dispute Ahead of Earnings
AIBusinessTechnology

Microsoft and OpenAI Resolve Funding Dispute Ahead of Earnings

Microsoft and OpenAI have resolved a major dispute that had constrained OpenAI’s funding since 2019. The deal comes just before Microsoft’s earnings and enables OpenAI’s complete restructuring.

by Darren HoltOctober 29, 2025November 2, 2025

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