Microsoft sales in the cloud are disappointed as he struggles to fulfill the demands of Ai
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Microsoft’s huge cloud division has announced a slower growth than the Wall Street forecast, as the technological group struggled to keep up with the demand of customers for artificial intelligence services.
The Sattl-based software group won the expectations of analysts for revenue and net revenue in the quarter that ended in December, but his division in the cloud-German revenue driver, which includes his computing platform in Azure in cloud-Usko expectations.
Despite the fact that AI service AI revenues are up to 157 percent of the year, said Amy Hood Cinema Financial Director Microsoft The “continuous impact” of capacity limitations was expected to persist in 2025, because the company worked on “solving the challenge of execution”. She said it would be raised by the end of the fiscal year.
Microsoft’s overall cloud division increased 21 percent of the revenue of a year ago to $ 40.9 billion, which lacked expectations in Bloomberg Research in the amount of $ 41.1 billion.
The disappointing results of the Cloud unit sent shares that slid more than 4 percent in the store after working hours in New York, leaving a group set up to spill about $ 150 billion market values.
The group revenue for the quarter increased by 12 percent compared to the previous year to a record of $ 69.6 billion. The net revenue increased by 10 percent to $ 24.1 billion, on the eve of the average estimate in Bloomberg Research in the amount of $ 23.5 billion.
Microsoft spent $ 22.6 billion in capital expenditures in his second quarter, doubled in the previous year. Earlier this month, the company said it would spend about $ 80 billion in this fiscal year, ending on June 30 to build an infrastructure of the data center needed to train AI models and implement applications.
Consumption on bumpers comes because of Wall Street concerns over Chinese Deepsek, who claims he can perform AI tasks, as well as major US companies, such as Microsoft’s Openi, but with a bit of expenses.
Styty Nadella CEO said Deepsek showed “real innovation”, including the reconciliation of the performance of the Openi’s O1, which was advertised because of his ability to answer more advanced and scientific questions.
“We will see that everyone is comfortable and it will be widely used. And the great users of any software cycle are such a customer,” he said.
Nadella added one of the lessons from the cloud transition to the cloud – when companies gave computer processing to external servers – it was that, as the cost of resources fell, the demand of climbing. “Optimization means it will be much more ubiquitous,” he added.
The software giant was one of the main users Ai boomWith the increase in demand for his cloudy services and enthusiasm for his $ 13 billion partnership with OPENAI, which launched it at a small club with market values of more than 3 receptions.
OPENAI -TRA MODE support Microsoft’s Copilot Chat Bot and its large linguistic model are available to customers via azure.
Last week, the group announced that it would change the structure of their contract with the Openi to initiate the use of rival computers in the cloud. But reserved the right of first rejection.
The move followed because the start-up has dropped plans with the Oracle cloud provider and Japanese S View. Microsoft was appointed only as a technical partner for the project.
“Their success is our success because of all other commercial arrangements,” Nadella said, referring to the Microsoft arrangement for profit division with Openi, as well as the right to apply and intellectual property, before warning that the company works to optimize costs. “You don’t want to buy too much at once.”
Microsoft has published a 67 -pointed increase in commercial demand for services to OPENAI’s obligations to OPENAI, the company added.
