Microsoft's AI business is booming, but not enough to soothe investors
1. Microsoft's Q2 earnings missed AI sales expectations. 2. Azure cloud sales grew 31%, slower than anticipated growth. 3. AI revenue run rate surpassed $13 billion, up 175% year-over-year. 4. CEO Nadella highlights ongoing AI innovation for future ROI. 5. DeepSeek's AI model release heightened investor scrutiny on spending.