Microsoft's upcoming Q1 earnings are highly anticipated, with a focus on its Azure cloud growth, which saw a 39% increase last quarter, and its updated partnership with OpenAI, which now includes a $250 billion Azure purchase and a 27% stake in OpenAI. The company is also shifting hardware production outside China and facing potential impacts from tariff policies, while other tech stocks like FuboTV and Caterpillar are also making notable moves. Investors will be watching these developments closely.
NVIDIA and Microsoft have partnered to provide access to industrial metaverse and AI supercomputing resources via the cloud to hundreds of millions of Microsoft enterprise users. Microsoft Azure will host two new cloud offerings from NVIDIA: NVIDIA Omniverse Cloud and NVIDIA DGX Cloud. The companies will also connect Microsoft 365 applications with NVIDIA Omniverse to accelerate enterprises' ability to digitalize their operations and engage in the industrial metaverse. Omniverse Cloud will be available on Azure in the second half of the year, while DGX Cloud will be available running in Azure beginning next quarter.
