back to article Microsoft talks up 'significant capital investments' in AI as sector reacts to DeepSeek

Microsoft's latest earnings results exceeded expectations, yet comments from CEO Satya Nadella and CFO Amy Hood signaled turbulence in AI and execution, alongside signs of waning cloud demand. Total revenue for the tech giant's Q2 2025, ended December 31 last year, was $69.6 billion, up 12 percent on the same time last year. …

  1. original_rwg
    Unhappy

    This

    "....particularly considering the effort Microsoft has put into forcing AI and Copilot on any customer unable to get out of the way in time...."

    Says it all.

    1. Headley_Grange Silver badge

      Re: This

      It does give the impression that they are assming that the explorer-bundle model is going to work for them again.

    2. Zippy´s Sausage Factory
      Flame

      Re: This

      I do wonder if the EU competition bodies are going to look at OpenAI, DeepSeek, Bard and all the other shiny AI gewgaws and start actually growing a spine?

      After all, it's not as if Microsoft doesn't have a monopoly of the Office marketplace and can therefore use it to force their customers to use their cloud services like OneDrive, CoPilot, Teams workspaces, etc etc etc (I'd better stop the sarcasm, for the good of my blood pressure if nothing else)

    3. Charles Smith

      Re: This

      I wish Microsoft would put some effort/investment into getting rid of CoPilot. It is even worse than that damned paperclip.

    4. ITMA Silver badge
      Devil

      Re: This

      Precisely.

      Except Microsoft are hell bent on enuring NOBODY can get out of it's way.

      I wish they would eff off. And eff off with Windows 11 shite as well.

  2. PCScreenOnly

    Be interested

    To see if those AI figures are just as high if they stopped pushing CoPilot onto OS's and into M365 itself

    1. David Hicklin Silver badge

      Re: Be interested

      > Revenue from AI services grew by 157 percent

      But from what starting point? percentage by itself is meaningless

  3. Dan 55 Silver badge

    Can't stop now!

    The only thing that can be done is to carry on running forward like Wile E Coyote.

    1. Mentat74
      Joke

      Re: Can't stop now!

      Can't wait for them to run off a cliff... hover in the air for a few seconds... then falling down... then getting hit by a huge rock...

      1. Doctor Syntax Silver badge

        Re: Can't stop now!

        Followed by an anvil.

  4. kmorwath

    "a PC platform provider like us"

    So why are you doing the best to kill it with sloppy releases, useless features while needed ones are crippled or removed, and stupid "applications" like the new Outlook? If all people can do is run a web application, they can do it on other platforms - and other clouds. Are people using more Microsoft applications on platforms you don't control, like mobile?

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