MSFT's Azure fuels AI push ahead of fiscal Q3, but investors may want to wait as growth, capacity limits and monetization timelines remain key uncertainties.

In terms of Microsoft's financial metrics, margins and FCF will likely continue suffering due to increased AI-infrastructure ...

Microsoft's decoupling from OpenAI has positioned Azure as a model-agnostic AI platform, reducing risk and enhancing earnings ...

Forbes contributors publish independent expert analyses and insights. I write about the economics of AI. When OpenAI’s ChatGPT first exploded onto the scene in late 2022, it sparked a global obsession ...

You train the model once, but you run it every day. Making sure your model has business context and guardrails to guarantee reliability is more valuable than fussing over LLMs. We’re years into the ...

A decade ago, when traditional machine learning techniques were first being commercialized, training was incredibly hard and expensive, but because models were relatively small, inference – running ...

In 2026, Azure Machine Learning has evolved from a sandbox for data scientists into a robust platform for operational forecasting, yet many teams still struggle to see what happens after deployment.

As 2026 progresses, organizations powering AI applications on Azure are discovering that traditional cost control methods are obsolete. With the rise of consumption-based AI services, granular storage ...