Microsoft, Meta CEOs defend hefty AI spending after DeepSeek stuns tech world
"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark ...
Tech CEOs try to reassure Wall Street after DeepSeek shock
Leaders at Microsoft and Meta told investors that China’s DeepSeek doesn’t harm their businesses and that they will still ...
A.I. Giants Double Down on Spending, Even as DeepSeek Looms
Both Meta and Microsoft committed to huge investments in artificial intelligence, despite new Chinese software outperforming American rivals at a lower cost.
Microsoft, Meta Talk Up Their Big AI Ambitions and Spending Plans
The tech giants vow to barrel ahead despite the jolt from China’s DeepSeek.
DeepSeek is a hot topic on earnings calls this quarter
Executives are increasingly fielding analyst questions about the impact of China's DeepSeek AI on their business — and ...
What DeepSeek’s AI Innovation Means For Investors And Big Tech
DeepSeek’s AI breakthrough challenges Big Tech with a cheaper, efficient model. This may be bad for the incumbents, but good ...
Heard on the Street: Behind the AI Splurge at Microsoft and Meta
That was the combined capital spending by Microsoft and Meta Platforms last quarter, nearly double a year earlier. The bulk of it went on chips and data centers to power generative AI services. Read w ...
Microsoft rolls out DeepSeek's AI model on Azure platform
Microsoft MSFT.O has made Chinese startup DeepSeek's R1 artificial intelligence model available on its Azure cloud computing ...