Microsoft

“Our sovereign cloud solutions provides the technical, operational, and contractual foundation for sovereign-compliant AI processing.”

“tech giants including Amazon, Google and Microsoft have to invest over $67.5 billion to deepen their AI footprint.”

“In Microsoft's Sovereignty framework, sovereign AI data-processing refers to situations where AI workloads, including training, tuning, and inference, must operate under strict sovereign controls.”

“Now, unfortunately with Microsoft, I have this big yellow line here. This is what I would call the longerterm trend. We broke through that. I haven't taken it off or the reason why is because Microsoft is likely to come up here and want to retest areas back at the 200 day and the bottom of that long-term trend.”

“Now, Microsoft's AI head said the company is pursuing true self-sufficiency in AI by developing its own powerful models and reducing dependence on open AI. Now, this actually should be seen as a good thing because the market's been saying OpenAI is no good and anthropic is going to replace it.”

“EPS is $4.14 adjusted. Uh that's a beat over $3.97 expected.”

“Revenue, another beat here, uh just by about a billion dollars, 81.27 billion.”

“this week Microsoft also unveiled the second generation of its in-house processors... I think it's a really broader look at AI in itself”

“Microsoft is one of Palantir's biggest partners in bringing AI to the government.”

“Microsoft is one of Palantir's biggest partners in bringing AI to the government. Palantir might write the software but the underlying AI models they use those are running on Microsoft Azure.”

“Iron just went from Bitcoin miner to signing a $9.7 billion deal with Microsoft and the stock it's up 400% this year.”

“In this partnership, Iron will provide Microsoft with access to Nvidia's GB300 GPUs at its facility in Texas.”

“For example, Marll just expanded collaboration with Microsoft to provide hardware security modules for Azur cloud HSM.”