Microsoft got a few high fives from Wall Street on Tuesday night as its quarterly Azure sales bested analyst estimates amid an overall earnings beat. Microsoft’s stock initially popped 4% in after-hours trading. Then came the earnings call, where a clear theme emerged: caution. While Microsoft execs struck an upbeat tone on the long-term impact of its partnership with OpenAI maker ChatGPT, the earnings call was noticeably downbeat from an economic standpoint — and by extension, a demand… Source link
Read More »Google And NVIDIA Join Sony To Complain About Microsoft’s Activision Deal
LOS ANGELES, CALIFORNIA – JUNE 09: Phil Spencer, Executive President of Gaming at Microsoft, speaks … [+] during the Xbox E3 2019 Briefing at The Microsoft Theater on June 09, 2019 in Los Angeles, California. (Photo by Christian Petersen/Getty Images) Getty Images The longer this goes, the less I’m sure this Microsoft Activision acquisition may actually happen. Through it all, I figured megacorp muscle would get it done, but what’s the biggest threat to a megacorp? A bunch of other… Source link
Read More »Google and Nvidia reportedly “express concerns” to US financial regulators about Microsoft’s Activision Blizzard buyout
Google and Nvidia have contacted US financial regulators about Microsoft’s proposed $69bn takeover of Activision Blizzard, according to Bloomberg (paywall). Sources told the website both Google and Nvidia had “expressed concerns” to the Federal Trade Commision (FTC), which sued to block the deal in December. The FTC has argued the buyout, which would grant Microsoft ownership of the likes of Call of Duty, World of Warcraft and Candy Crush, would reduce competition… Source link
Read More »Microsoft’s ChatGPT investment could create ‘game-changer’ AI
Microsoft ChatGPT does more than just act as a search and learn information dynamic — it claims to be able to create what you want, in seconds. Photo: Jakub Porzycki/NurPhoto via Getty Microsoft (MSFT) is going all in on ChatGPT, an artificial intelligence (AI) technology that could power a new search engine that could disrupt the dominance of Google (GOOG). News site Semafor reported on Tuesday that Microsoft is investing $10bn (£8.2bn) in OpenAI, the artificial intelligence firm that… Source link
Read More »Microsoft’s Nadella Takes Fresh Aim at Google With OpenAI Talks
(Bloomberg) — Microsoft Corp.’s Satya Nadella is weighing the company’s biggest-ever startup investment, seeking to give the software giant an advantage against Google in the race to weave advanced artificial intelligence tools into fields like search and apps. Most Read from Bloomberg The company is in discussions to invest as much as $10 billion in OpenAI, the creator of viral AI bot ChatGPT, according to people familiar with its plans. The proposal under consideration calls for… Source link
Read More »Microsoft’s Investment in OpenAI Poses Challenge for Google, Analysts Say
Google has been the unassailable leader among search engines for around 20 years. However, Microsoft ‘s reported plans to integrate artificial-intelligence technology from OpenAI into its search tools are raising questions about whether it could threaten Google’s dominance. Source link
Read More »Amazon, Google slam Microsoft’s cloud computing changes
Smartphone is seen in front of Microsoft logo displayed in this illustration taken, July 26, 2021. REUTERS/Dado Ruvic/Illustration Register now for FREE unlimited access to Reuters.com Register BRUSSELS, Aug 31 (Reuters) – Amazon (AMZN.O) and Alphabet (GOOGL.O) unit Google criticised Microsoft’s (MSFT.O) cloud computing changes on Tuesday, saying they limit competition and discourage customers from switching to rival cloud service providers. The U.S. software giant on Monday announced amended… Source link
Read More »Google poll targets Microsoft’s stronghold on government
Written by Billy Mitchell Mar 31, 2022 | FEDSCOOP Google took aim at Microsoft on Thursday claiming there’s a growing “monoculture” of the rival company’s software used in government that makes federal agencies more vulnerable to cyberattacks. In a blog post, Google published the results of a survey that presents that “84% of D.C. metro government employees primarily use Microsoft products at… Source link
Read More »Microsoft’s Shares Rebound as Forecast Focuses on Cloud Growth – Yahoo Finance
(Bloomberg) — Microsoft Corp. shares rose in late trading, reversing an earlier decline, after the software giant gave a forecast that reassured investors the company’s Azure cloud-computing business still has potential to drive growth. Most Read from Bloomberg Earlier, Microsoft had reported quarterly sales that topped $50 billion for the first time and profit that exceeded analysts’ estimates, fueled by cloud, gaming and Windows software. Still, Azure revenue decelerated from recent… Source link
Read More »Facebook may be forced to respond to Microsoft’s acquisition of Activision: analyst
In the new war for gaming assets that has descended on the tech industry in part due to splashy deals by Microsoft and Take-Two Interactive this year, the ball is now squarely in the court of Meta (aka Facebook) to make a move to support its metaverse ambitions. “Facebook I think has a strong on-ramp with the Oculus with the metaverse. The challenge — and this is due diligence from my kids — they need for games and more content. I wouldn’t be surprised if Facebook went on to do some… Source link
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