Databricks claims AI agents have quietly taken over enterprise database creation, pushing its Lakebase product to the center of agentic application development.

The company disclosed today that its AI products’ annualized recurring revenue has increased from $1 billion in early December to $1.4 billion. Databricks’ overall run rate stands at $5.4 billion, a ...

Databricks Inc.’s 2026 State of AI Agents report, released today, documents rapid growth in the use of artificial intelligence agents within enterprises but acknowledges that few are deploying the ...

We’re hiring an experienced Azure Data Engineer to design, build, and scale our next-generation data platform for private lending. You’ll own robust ETL/ELT pipelines using Azure Data Factory, ...

"Remember this was a nonprofit, and I think Bill even said, 'Yeah, you're going to burn this billion dollars,'" Satya Nadella said of Microsoft's $1 billion investment into OpenAI in 2019.Jason ...

Microsoft shares slid after hours, despite the company beating earnings expectations for its Q2. Analysts pressed CEO Satya Nadella and CFO Amy Hood about Azure's slowing revenue growth. Wall Street ...

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) shares climbed about 1% onThursday after the software company secured a sizable U.S. military cloud services deal, giving investors a ...

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Microsoft is facing capacity constraints, and OpenAI is driving a large portion of the backlog in its cloud computing business. The company said its backlog in commercial bookings, a metric referred ...