MSFT's Azure fuels AI push ahead of fiscal Q3, but investors may want to wait as growth, capacity limits and monetization timelines remain key uncertainties.

Microsoft (MSFT) said it has achieved a new AI inference record, with its Azure ND GB300 v6 virtual machines processing 1.1 million tokens per second on a single rack powered by Nvidia (NVDA) GB300 ...

Microsoft is rapidly shifting from its OpenAI partnership to deploying its own MAI models, backed by AI-native platforms and unprecedented infrastructure spending in the $700 billion inference economy ...

In terms of Microsoft's financial metrics, margins and FCF will likely continue suffering due to increased AI-infrastructure ...

Forbes contributors publish independent expert analyses and insights. I write about the economics of AI. When OpenAI’s ChatGPT first exploded onto the scene in late 2022, it sparked a global obsession ...

As 2026 progresses, organizations powering AI applications on Azure are discovering that traditional cost control methods are obsolete. With the rise of consumption-based AI services, granular storage ...

You train the model once, but you run it every day. Making sure your model has business context and guardrails to guarantee reliability is more valuable than fussing over LLMs. We’re years into the ...

A decade ago, when traditional machine learning techniques were first being commercialized, training was incredibly hard and expensive, but because models were relatively small, inference – running ...

Forbes contributors publish independent expert analyses and insights. I track enterprise software application development & data management. AI has a shiny front end. As everyone who’s used an ...