Results

Analyst Blog
May 05, 2024

Monday's Musing: When The Hunters Become The Hunted

Data to Decisions
lt;pgt;Expect Software Giant Hunters To Soon Be The Hunted In A Digital Giant's Quest For Growthlt;/pgt; lt;pgt;Six of the Magnificent Seven (Microsoft, Apple, Nvidia, Alphabet ...
R "Ray" Wang
Insight News
April 25, 2024

Microsoft Azure revenue in Q3 up 31%

Data to Decisions
Microsoft reported a strong third quarter with revenue growth was 17% with Microsoft Cloud revenue up 23% from a year ago. Azure and other cloud services revenue growth was 31% dri...
Larry Dignan
Insight News
April 12, 2024

Microsoft raises Dynamics 365 prices starting Oct. 1

Next-Generation Customer Experience
The price changes go into effect Oct. 1 and range from an additional $10 to $15 more a month per user for most apps, but $30 more for a select apps. ...
Larry Dignan
Insight News
March 19, 2024

Microsoft names Suleyman head of consumer AI, Microsoft AI

Data to Decisions
Microsoft is shoring up its consumer Copilot efforts with the addition of Mustafa Suleyman and Karén Simonyan to lead a new group called Microsoft AI. Suleyman and Simonyan were tw...
Larry Dignan
Analyst Blog
March 18, 2024

New Analysis: Nvidia GTC 2024 Is The Davos of AI

Data to Decisions
lt;pgt;New Chips, New Business Models Ahead In Accelerated Computinglt;/pgt; lt;pgt;Nvidia stock is up 267% YoY. With over 10,000 people in physical attendance and up to 100,00...
R "Ray" Wang
Insight News
March 13, 2024

Microsoft's Copilot for Security will go for $4 an hour

Digital Safety, Privacy & Cybersecurity
Microsoft launched Copilot for Security, but the most interesting item is the software giant's monetization model. Copilot will go for $4 an hour in a pricing model that positions ...
Larry Dignan
Insight News
January 30, 2024

Microsoft Azure revenue growth accelerates in Q2

Data to Decisions
Microsoft said Azure delivered revenue growth of 30% in its fiscal second quarter and CEO Satya Nadella noted that moved from quot;talking about AI to applying AI at scale.quot; ...
Larry Dignan
Insight News
December 05, 2023

Microsoft updates Copilot with ChatGPT-4 Turbo

Data to Decisions
The Microsoft Copilot model updates land between the OpenAI soap opera and AWS' launch of its Q generative AI assistant that runs across its services. ...
Larry Dignan
Insight News
November 19, 2023

How much generative AI model choice is too much?

Data to Decisions
With enterprises still kicking the tires on large language models (LLMs), use cases and generative AI applications, vendors are big on providing choice, bring-your-own-models and t...
Larry Dignan
Analyst Blog
November 17, 2023

Microsoft Ignite 2023: Three big AI takeaways

Data to Decisions
lt;pgt;At Microsoft's Ignite 2023 conference the company fleshed out its generative AI offerings and strategy and, in some places, put some serious distance between it and the comp...
Andy Thurai
Insight News
November 15, 2023

Microsoft launches Azure Models as a Service

Data to Decisions
Nadella, speaking at Microsoft's Ignite 2023 conference, said the company wants to quot;bring the best selection of open-source models to Azure and do so responsibly.quot; ...
Larry Dignan
Insight News
November 15, 2023

Microsoft launches AI chips, Copilot Studio at Ignite 2023

Data to Decisions
Microsoft fleshed out its generative AI infrastructure plans with the launch of its custom processors for model training and inference along with Copilot Studio for new use cases. ...
Larry Dignan
Insight News
October 30, 2023

Cloud customers still optimizing spend and should forever

Tech Optimization
While generative AI dominated the talking points among the big three cloud hyperscalers--Microsoft Azure, AWS and Google Cloud--there was a term that remained a close second: Optim...
Larry Dignan