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for: Wednesday, January 28, 2026



(PR) Microsoft Announces Second Quarter Fiscal Year 2026 Results

techpowerup - Microsoft Corp. today announced the following results for the quarter ended December 31, 2025, as compared to the corresponding period of last fiscal year:Revenue was $81.3 billion and increased 17% (up 15% in constant currency)Operating income was $38.3 …


AI & Cloud Investment Milestones

Microsoft Cloud Hits $50B Milestone as OpenAI Drives Growth

5 wks / winbuzzer / Markus Kasanmascheff

Microsoft, Meta report AI-driven growth

5 wks / semafor / Tom Chivers

Microsoft’s AI Growth Drives Both Revenue and Massive Capital Expenditure

5 wks / pymnts / PYMNTS

Microsoft Continues to Spend Big on A.I. While Profit Jumps 60 Percent

5 wks / nytimes / Natallie Rocha


Earnings Highlights

(PR) Microsoft Announces Second Quarter Fiscal Year 2026 Results

5 wks / techpowerup

Microsoft’s latest earnings show how high the AI bar has risen

5 wks / qz / Shannon Carroll

Microsoft’s Earnings Surge, Elevated by Cloud Business

5 wks / wsj / Sebastian Herrera

Microsoft Revenues Up 17 Percent to $81.3 Billion

5 wks / thurrott / Paul Thurrott

Microsoft profits jump as AI services demand boosts cloud sales

5 wks / ft

Microsoft reports strong cloud earnings in Q2 as gaming declines

5 wks / theverge / Tom Warren

Microsoft earnings: Cloud growth and capex numbers in focus for Q2

5 wks / cnbc


Gaming and Hardware Decline

Microsoft Reports a 9% Overall Drop in Xbox Revenue for Q2/FY26, Hardware Down 32%

5 wks / wccftech / David Carcasole


Investor Concerns

Microsoft (MSFT) Stock: Why Beating Estimates Wasn’t Enough For Wall Street

5 wks / parameter / Trader Edge

Microsoft just delivered a big blow to Michael Burry’s AI bear case

5 wks / sherwood / Luke Kawa

Microsoft’s AI offensive clashes with investors’ patience

5 wks / techzine / Mels Dees

Microsoft investors sweat cloud giant's OpenAI exposure

5 wks / theregister / Tobias Mann

Microsoft’s stock declines after Azure cloud growth dips below 40%

5 wks / siliconangle / Mike Wheatley

Microsoft beats Q2 earnings and revenue, but stock falls on ballooning capex

5 wks / sherwood / Jon Keegan


All Other Stories

Microsoft Q2 2026 - Gaming revenue down 9% - Xbox content + services revenue down 5% - Hardware revenue down 32% YoY www.theverge.com/news/869493/...

5 wks / bsky / @knoebel.bsky.social / knoebel.bsky.social

Back to Top / Wednesday, January 28, 2026, 4:21 pm / permalink 18505 / 19 stories in 5 wks


Beijing clears Nvidia’s H200 imports, ending chip uncertainty for China tech giants

scmp - Beijing has begun approving imports of Nvidia’s H200 graphics processing units (GPUs), according to two sources familiar with the matter, ending regulatory uncertainty over the US tech giant’s second most powerful artificial intelligence chip.The first ba…

#semiconductors #china #chips #nvidia #gpu #datacenter #supplychain #bytedance

China Approves First Nvidia H200 Chip Imports for Tech Giants

5 wks / winbuzzer / Markus Kasanmascheff

Report: China approves import of high-end Nvidia AI chips after weeks of uncertainty

5 wks / arstechnica / Benj Edwards

China greenlights 400,000 Nvidia H200 chip imports for tech giants, according to Reuters

5 wks / the-decoder / Maximilian Schreiner

Nvidia (NVDA) Stock: China Clears H200 Chip Imports for ByteDance, Alibaba, Tencent

5 wks / parameter / Trader Edge

China finally approves the first batch of NVIDIA H200 AI GPU imports

5 wks / engadget / Steve Dent

Beijing clears Nvidia’s H200 imports, ending chip uncertainty for China tech giants

5 wks / scmp

Chip stocks rally after bumper earnings and a report of a game-changing China approval for Nvidia

5 wks / cnbc

Nvidia rises after Reuters reports that China has approved the sale of 400,000 H200 chips to Chinese tech firms

5 wks / sherwood / Hyunsoo Rim

China Approves Purchases of Nvidia’s H200 Chip, Easing Tension With U.S.

5 wks / wsj / Raffaele Huang

Back to Top / Wednesday, January 28, 2026, 6:20 am / permalink 18479 / 9 stories in 5 wks


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More Top Stories...

U.S. prepares strict export controls on AI accelerators, curbing foreign sales

U.S. authorities are drafting new export rules requiring government approval for certain AI accelerators before overseas sales, aiming to limit adversaries’ access to advanced chips. The Commerce Department confirmed a tough approach that stops short of prior proposals but signals significant restrictions, forcing vendors and customers to navigate fresh geopolitical red tape. More...


Oracle and OpenAI scrap Texas data-center expansion; Meta eyes the spare capacity

Oracle and OpenAI have abandoned plans to expand a flagship Texas data center, leaving substantial compute capacity up for grabs. Nvidia reportedly brokered interest from Meta to take the unused slots as OpenAI downscales that particular buildout, a move that rattled markets and highlights shifting demand for large-scale on-prem AI infrastructure. More...


SoftBank seeks massive $40B loan to back OpenAI investment, courting big risk

SoftBank is reportedly seeking up to a $40 billion loan to finance its planned stake in OpenAI, an audacious use of leverage to double down on the AI boom. The move would be one of the largest single‑company financing gambits in recent memory, raising questions about balance‑sheet strain versus potential upside. More...


Pentagon labels Anthropic a supply‑chain risk; company vows legal fight

The Pentagon has designated Anthropic and its products as a “supply‑chain risk,” prompting the company to announce a court challenge. Experts warn the move could chill collaboration and talent flows into AI, while Anthropic insists it will contest the determination to protect its operations and customers. More...


Google releases Workspace CLI enabling AI agents to access Gmail, Drive, Calendar

Google has shipped an open-source Workspace CLI that gives AI agents like OpenClaw programmatic access to Gmail, Drive, Calendar and other Workspace services via a built-in MCP server. The tool standardizes agent integration, making it easier — and slightly creepier — for automated assistants to act on users’ behalf across core productivity apps. More...


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