Microsoft Azure

Microsoft Azure is a cloud computing platform that allows for the creation, deployment, and management of applications and services through a global network of data centers. Key executives include CEO Satya Nadella and Executive Vice President Scott Guthrie. Competitors in the cloud computing market include Amazon Web Services and Google Cloud.

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Big Tech Earnings, Nvidia’s GTC Dominate Crowded Week

By Martin Peers · Oct 26, 2025 3:00pm PDT

This is our first of what we plan to be a regular Sunday evening Briefing, looking out at the coming week. And what a week this promises to be. Nvidia is holding one of its GTC events for developers and customers in Washington Monday through Wednesday—which leather jacket will Jensen Huang wear onstage this time? (For more on GTC, see below.) We... This is our first of what we plan to be a regular Sunday evening Briefing, looking out at the...

Left to right: Microsoft's Satya Nadella and Amy Hood, OpenAI's Sam Altman. Art: Shane Burke. Photos: Getty

Why Microsoft Let OpenAI Play the Field

By Aaron Holmes · Oct 16, 2025 6:00am PDT · 4 comments

Over the past three years, as OpenAI swelled from a tiny research lab into the world’s most valuable startup, one company has captured nearly all of its billions of dollars in annual spending on the servers needed to power OpenAI’s artificial intelligence: Microsoft. In recent months, though, OpenAI announced megadeals with several Microsoft... Over the past three years, as OpenAI swelled from a tiny research lab into the world’s most...

Art by Clark Miller

Why Cloud Profits Are Collapsing in the Chip Arms Race

By The Information Staff · Oct 15, 2025 12:27pm PDT

The AI boom is fueling massive cloud revenue growth, yet the true financial story is defined by a deep, hidden vulnerability: the staggering cost of specialized AI chips. This imbalance is creating a profit crisis, forcing cloud providers to accept razor-thin margins on their services and fundamentally altering their core business model. Our... The AI boom is fueling massive cloud revenue growth, yet the true financial story is defined by a...

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Art by Mike Sullivan

OpenAI’s China Ban Doesn’t Apply to Microsoft’s Azure China

By Qianer Liu and Juro Osawa · Jul 8, 2024 6:00am PDT

OpenAI last month announced plans to crack down on China-based artificial intelligence developers covertly accessing the startup’s technology, which it doesn’t offer in China. But OpenAI’s conversational AI models are available to Chinese businesses—if they sign up for Microsoft’s Azure cloud service, which operates... OpenAI last month announced plans to crack down on China-based artificial intelligence developers...

Microsoft CEO Satya Nadella in 2019

Microsoft Cloud Computing System Suffering From Global Shortage

By Kevin McLaughlin · Jul 1, 2022 6:00am PDT · 2 comments

In March 2020, Microsoft’s Azure cloud buckled under the strain of companies around the world shifting to remote work, causing service outages and forcing some customers to wait to launch and update applications. Microsoft put a positive spin on the situation, characterizing it as a temporary issue that stemmed from the surging usage of... In March 2020, Microsoft’s Azure cloud buckled under the strain of companies around the...

The Information’s 411 — Tangled Up in Azure

By Tom Dotan · Apr 10, 2020 5:05pm PDT · 2 comments

Kevin talks about the problems that Microsoft's Azure has had providing service to its customers. While the work-from-home era has complicated things, the real story is that the issues cropped up long before the pandemic. Kevin talks about the problems that Microsoft's Azure has had providing service to its...