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Ellucian is expanding its collaboration with Microsoft to enhance its CRM solutions for higher education. The transition of CRM Recruit, CRM Advise, and CRM Advance to Microsoft Dynamics 365 Sales, Customer Service, and Power Platform will improve student engagement, recruitment, and alumni relations through AI-driven capabilities, greater security, and scalability.

The update aims to streamline workflows, boost productivity, and enhance institutional resilience. Microsoft’s Hether Danforth emphasized the partnership’s goal of optimizing recruitment and student success while ensuring institutions benefit from Microsoft’s secure and innovative platform.
PR NEWSWIRE

BlackRock, Global Infrastructure Partners (GIP), Microsoft, and MGX have announced that NVIDIA and xAI are joining the AI Infrastructure Partnership (AIP), strengthening efforts to invest in AI data centers and related infrastructure. The partnership, initially launched in September 2024, aims to unlock $30 billion in capital, with a total investment potential of up to $100 billion through debt financing.

AIP focuses on expanding AI infrastructure across the U.S. and OECD countries, fostering AI innovation and economic growth. NVIDIA will continue as a technical advisor, leveraging its expertise in AI computing. Additionally, GE Vernova and NextEra Energy will collaborate with AIP to scale energy solutions for AI data centers, incorporating gas, nuclear, and renewable energy sources.

BlackRock CEO Larry Fink emphasized AI's transformative potential, while Microsoft CEO Satya Nadella highlighted AI infrastructure as a key driver of economic growth. Jensen Huang of NVIDIA described AI data centers as foundational for future technological breakthroughs.

This expanded partnership underscores the growing demand for AI-ready data centers and energy solutions, positioning AIP as a major force in AI infrastructure development.
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Microsoft Corp. on Tuesday announced that its board of directors declared a quarterly dividend of $0.83 per share. The dividend is payable June 12, 2025, to shareholders of record on May 15, 2025. The ex-dividend date will be May 15, 2025.
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The emergence of DeepSeek, a Chinese AI model demonstrating greater efficiency than prevailing technologies, raises concerns about potential overcapacity in AI infrastructure investment. DeepSeek's ability to deliver competitive results with fewer and less advanced semiconductors challenges the necessity of the massive quarterly investments in AI infrastructure, which exceed $50 billion. This shift could lead to more sustainable investment patterns, moderating revenue growth for AI chip makers while accelerating AI adoption through cost-efficient alternatives. However, geopolitical concerns and security issues may limit DeepSeek's adoption in Western markets, maintaining the dominance of existing AI chip leaders.

Source: Fitch Ratings
Microsoft reported strong financial results for the second quarter of fiscal year 2025, ending December 31, 2024. Key highlights include:

- Revenue: $69.6 billion, a 12% increase year-over-year.
- Operating Income: $31.7 billion, up 17%.
- Net Income: $24.1 billion, a 10% increase.
- Diluted Earnings Per Share: $3.23, up 10%.

Business Segment Performance:
- Productivity and Business Processes: Revenue increased 14% to $29.4 billion, driven by growth in Microsoft 365 Commercial and Dynamics products.
- Intelligent Cloud: Revenue rose 19% to $25.5 billion, with Azure and other cloud services growing by 31%.
- More Personal Computing: Revenue remained stable at $14.7 billion, with growth in Windows OEM and Devices offset by declines in other areas.

AI and Cloud Growth:
- Microsoft's AI business achieved an annual revenue run rate of $13 billion, up 175% year-over-year.
- Microsoft Cloud revenue reached $40.9 billion, a 21% increase.

Other Highlights:
- Microsoft returned $9.7 billion to shareholders through dividends and share repurchases.
- The company completed significant product releases and enhancements, focusing on innovation and market expansion.

Outlook:
Microsoft plans to continue investing in cloud and AI infrastructure while maintaining operational discipline. The company will provide detailed forward-looking guidance during its earnings conference call.

For more detailed information, Microsoft's full financial statements and additional disclosures are available in their SEC filings and on their investor relations website.
Goldman Sachs Research highlights the rising energy demands of AI-driven data centers, projecting a 160% increase in power consumption by 2030 compared to 2023. Nuclear energy is expected to play a significant role in meeting these needs due to its low carbon emissions and reliability, although challenges such as limited new capacity and infrastructure constraints persist. Natural gas, renewables, and battery technologies will complement nuclear energy to provide round-the-clock power solutions.

The report emphasizes the growing investment in renewable energy, with 40% of new capacity expected to come from renewables, supported by advancements in storage technologies. However, the intermittency of renewables and the current slowdown in efficiency gains necessitate a combination of power sources, including natural gas, to address immediate needs.

Recent contracts for nuclear energy and increasing governmental support signal a shift towards expanding nuclear capacity. Meanwhile, companies are exploring innovative solutions like small modular reactors and hybrid energy systems to reduce emissions and improve energy reliability for data centers. These efforts aim to align data center growth with sustainable energy goals while managing the "Green Reliability Premium" associated with cleaner energy sources.
On January 22, 2025, Microsoft Corporation announced the resignation of Christopher D. Young from his role as Executive Vice President of Business Development, Strategy, and Ventures. Although he will step down from this position effective immediately, Young will remain with the company until the end of March to assist with the transition and fulfill additional responsibilities.
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