Microsoft’s cloud sales disappoint as it struggles to meet AI demand

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The division of a huge cloud of Microsoft is slowly increasing than Wall Street forecast, as the technology group fought the pace for the customer’s demand for artificial intelligence services.

In December, the Seattle-based software team defeated analysts and net income, but its largest transposition system involves its own major income system.

Although the AIE service revenues grow by 157% year by 157% Microsoft: He was waiting for the “continuous impact” of the ability limitations in 2025. He said it would raise it at the end of the financial year.

Microsoft’s total cloud department transformed 21 percentage of revenue a year before $ 40.9 billion, with expectations worth $ 41.1 billion.

The frustrating results of the cloud unit sent more than 4% of entertainment in New York, leaving about $ 150 billion at the market value of the group.

The income of the quarterly group increased by 12% to $ 69.6 billion compared to the previous year. The net income was from 10% to $ 24.1 billion, and then $ 23.5 billion before the average assessment of Bloomberg research.

Microsoft spent $ 22.6 billion in its second quarter, doubling compared to the previous year. Earlier this month, the company reported that about $ 80 billion will be held in this fiscal year, on June 30, the data center’s infrastructure required for data focus and deployment.

Bumper expenditures come as four fragile walls on the deep street of China, which claims that it can perform AI tasks as well as American companies such as Microsoft.

Chief Executive Satia Nadela said that Deepseek has shown a “real innovation”, including the implementation of the Openai O1 model, which coincided with its ability to respond to scientific and scientific.

“We’re going to see everyone gets goods and it will be widely used. And the great beneficiaries of such a software cycle are the customer, “he said.

Nadella added one of the lessons to Cloud Computing from the transition. “Optimization means that it will be much more widespread,” he added.

The software giant is one of the main beneficiaries You have a boomWith its cloud services and enthusiasm about its $ 13 billion partnership, which releases it in a small club of companies that exceeds market values.

Openai’s Models Underpin Microsoft’s Copilot Chat Bot and its large language model are available to customers via Azure.

Last week, the group said that it would change the structure of his transaction with Openai to provide an opportunity to use cloud competitors. But it reserved the first rejection right.

Moved as Starting Programs with Ample Supplier Oracle and Japan Softbank to Build at least $ 100 billion in US AI infrastructure StarryA number of Microsoft is called a technical partner of the project.

“Their success is our success because of all other commercial agreements,” Nadella said, citing the Microsoft’s profit exchange agreement on Openai, as well as sensitive and intellectual property rights. “You don’t want to buy a lot at once.”

Microsoft has been 67% high in commercial services, which is largely due to OPENAI’s commitments, the company added.