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

• Microsoft stock slumps more than 6% on disappointing revenue outlook

  Microsoft shares dropped 6% despite topping fiscal second-quarter estimates due to weak guidance.
  
  CNBC - 13m
• 

  Microsoft shares slide after cloud growth disappoints

  Tesla expects vehicle business to return to growth in 2025
  
  Financial Times - 20h

• UK raises cloud competition concerns, names Microsoft and Amazon as dominant players

  Britain's antitrust watchdog on Tuesday raised concerns over competition in the multi-billion-pound cloud computing market.
  
  CNBC - 1d

• Microsoft's underperformance has investors looking to cloud for growth

  Microsoft's stock has badly lagged its tech peers in the past year as cloud growth has been basically stagnant in recent quarters.
  
  CNBC - 2d

• Microsoft stifling competition in cloud services market, finds UK regulator

  CMA decision comes as the US tech giant and Amazon face potential probes into their dominance of the market
  
  Financial Times - 2d
• 

  South Carolina to Reboot Giant Nuclear Project to Meet AI Demand

  Santee Cooper is working with bankers to solicit interest in V.C. Summer.
  
  The Wall Street Journal - Jan. 22

• Microsoft loses status as OpenAI's exclusive cloud provider

  Microsoft won't be the sole cloud provider for OpenAI but can decide whether to deliver the capacity or allow another company to do it.
  
  CNBC - Jan. 22
• 

  Microsoft Plans to Invest $3 Billion on AI, Cloud Infrastructure in India

  The company plans to grow the company’s Azure cloud business in India and set up new data centers.
  
  The Wall Street Journal - Jan. 7

More from Financial Times

• 

  ECB warns of ‘headwinds’ to Eurozone economy as it cuts rate to 2.75%

  Move comes after Fed keeps borrowing costs on hold
  
  Financial Times - 1h
• 

  Eurozone economy unexpectedly flatlines in fourth quarter

  GDP figure published before European Central Bank cut its benchmark rate to lowest level since early 2023
  
  Financial Times - 3h
• 

  No survivors found after mid-air collision over Washington

  American Airlines passenger jet collided with army helicopter over Potomac River
  
  Financial Times - 2h
• 

  With DeepSeek, China innovates and the US imitates

  The start-up’s breakthrough confounds outworn prejudices about the two countries
  
  Financial Times - 3h
• 

  The ‘conservative international’ battle with Britain

  This time around, the Trump victory comes as the UK is vulnerable to potent arguments from the right
  
  Financial Times - 3h

More in Business

• Comcast shifts strategy to mobile as fourth-quarter broadband numbers disappoint

  Broadband customer growth has lagged in recent quarters as competition from wireless providers has ramped up.
  
  CNBC - 7m

• Microsoft stock slumps more than 6% on disappointing revenue outlook

  Microsoft shares dropped 6% despite topping fiscal second-quarter estimates due to weak guidance.
  
  CNBC - 13m

• No survivors in American Airlines collision with Army helicopter, officials say

  An American Airlines regional jet collided with a helicopter near Ronald Reagan Washington National Airport.
  
  CNBC - 14m

• Crypto super PAC Fairshake has $116 million on hand to grow industry's influence in 2026 election

  Major backers like Coinbase, a16z, Jump Crypto, Uniswap Labs, and Ripple Labs have doubled down on their commitment to electing pro-crypto candidates.
  
  CNBC - 15m

• Crypto super PAC Fairshake has $116 million on hand to grow industry's influence in 2026 election

  Major backers like Coinbase, a16z, Jump Crypto, Uniswap Labs, and Ripple Labs have doubled down on their commitment to electing pro-crypto candidates.
  
  CNBC - 15m