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Azure

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Headlines · 6

  1. Microsoft closes at record $543.45, market cap up $1.4T from June low

    Microsoft shares rose 0.4% on Tuesday to close at a record $543.45, the first record close in about a year, topping the prior high set in October 2025, according to Bloomberg as reported by IT之家. The stock has gained more than 54% from its June low, adding roughly $1.4 trillion in market value, after a 17% drop in June — its worst month since 2000, when nearly $600 billion in market value was erased amid investor doubts about returns on AI infrastructure spending. The July 29 earnings report proved the turning point: cloud revenue growth hit a four-year high, sending shares up 16% the next day and producing the company's best quarter since 1998, with at least two firms upgrading the stock to buy. Of 72 analysts tracked by Bloomberg, 68 recommend buying and none recommend selling, with an average target price of $584, about 8% above Tuesday's close; TechNews also said the market cap returned above $4 trillion, with a foreign analyst target of $600. Microsoft is up about 12% year to date, trailing the Nasdaq 100's 21% and the S&P 500's 14%, and roughly matching Alphabet and Amazon among the Magnificent Seven while behind Meta, Apple and Nvidia.

    IT之家 AI · 🔥 0
  2. Microsoft nears first record close in a year as AI spending fears ease

    Microsoft rose as much as 1.8% to $551.13 on Tuesday morning in New York, on track for its first record close since October 2025, after closing Monday at $541.15 and a roughly $4T market value. The stock has gained more than 50% from a June low, adding about $1.5T in market value, after falling 17% in June — its worst month since 2000. The recovery followed Azure growth of 43% versus 40% expected, pushing Azure past $100B in annual revenue for the first time; shares jumped 16% the next day and the company posted its best quarter since 1998. SAP, hit by the same AI-disruption panic, is still down about 35% for the year and traded at €193.91 on Monday, while Microsoft also faces an unresolved June shareholder lawsuit alleging it concealed slowing Azure growth.

    The Next Web · 🔥 0
  3. LiveKit publishes Egress troubleshooting guide

    LiveKit published a "Troubleshooting Egress" guide on its blog that catalogs the common error codes and statuses its Egress recording component can return across startup, running and upload stages. It explains the causes and fixes for errors such as 412 start signal not received, 400 page load or S3/GCP/Azure upload failures, 404 participant or track not found, 413 duration limits, 429 concurrency and usage limits, and 403 AssumeRole not enabled. The guide also covers debugging custom templates locally, keeping storage credentials valid for the length of a recording, differences between the Egress recording and the audio an agent hears, and missing audio on SIP calls that use silence suppression.

    LiveKit Blog · 🔥 0
  4. Microsoft reorganizes Azure cloud leadership in AI overhaul

    Scott Guthrie, who runs Microsoft's cloud and AI group, told staff on Monday (Oct 13) that the company is reshuffling the leadership of its Azure cloud business, consolidating some units and reorienting the division around AI, The Information reported. As part of the shake-up, Arun Ulag, previously in charge of Azure's database products, gets a wider brief covering the executives running the core Azure business — which supplies compute to customers such as OpenAI — as well as Azure engineering. It is not yet clear how many teams or staff are affected or when the changes take effect. Separately, The Next Web reported that on the same day Microsoft said it would expand its Maia AI chip systems and make its own chips the primary platform for running AI services including Copilot starting in 2027.

    The Information · 🔥 0
  5. Microsoft unveils Maia 300, its third-gen in-house AI chip, for 2027 rollout

    Microsoft announced Maia 300 on October 12, its third-generation in-house AI accelerator, positioned as the “primary AI inference system” for Microsoft products and services and aimed at long-context reasoning, latency-sensitive conversation and sustained multi-step agentic tasks. Built on TSMC’s N2P process with a chiplet architecture that separates compute, memory-controller and I/O functions, it uses eight stacks of HBM4 with a claimed 18TB/s peak bandwidth inside a 950W thermal design power. Cloud chief Scott Guthrie says Maia 300 should deliver about 40 percent more tokens per megawatt than leading GPU-based systems, and up to 7x the rack-scale token throughput of Maia 200 in a 96-accelerator configuration; Microsoft plans multi-gigawatt Azure Maia deployments starting in 2027. Microsoft says it will not stop buying Nvidia or AMD GPUs entirely, and Maia 200 already runs production workloads such as Microsoft Copilot, GitHub Copilot and Microsoft Foundry. The performance figures come from Microsoft and have not been independently verified.

    The Verge AI · 🔥 0
  6. Visual Studio 2026 Adds More AI Assistance for Developers

    TechRepublic describes Microsoft Visual Studio Professional 2026 as a 64-bit, cross-platform IDE with expanded AI assistance through IntelliCode, including context-aware suggestions, refactoring, and code completion. The article also promotes a limited-time $29.97 offer against a stated $499.99 MSRP, with prices subject to change and affiliate disclosures.

    TechRepublic · 🔥 0

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