Days after Chinese startup DeepSeek's breakthrough low-cost AI computing shook the U.S. technology industry, CEOs of ...
Leaders at Microsoft and Meta told investors that China’s DeepSeek doesn’t harm their businesses and that they will still spend billions on AI data centers.
DeepSeek sent Wall Street into a frenzy on Monday, sending shares of Nvidia (NVDA) cratering more than 17% and raising questions about whether Big Tech firms like Microsoft (MSFT) and Meta (META ...
Fortunately, we heard from both Meta Platforms and Microsoft last night. Let’s take a closer look at the results and any commentary surrounding DeepSeek. Concerning headline figures in its ...
Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...
Artificial intelligence was the focus when tech giants Microsoft and Meta kicked off the first round of Big Tech earnings of 2025. Here's what we learned.
Unlike Meta, Microsoft’s biggest competitive advantage ... enhanced by the anticipated declines in AI cost of use, which DeepSeek has recently become a “proof of concept” for.
As US companies prepare for this earnings season, analysts say they should expect to be asked about AI spending following ...
Microsoft, Meta Back Big AI Spending Despite DeepSeek's Low Costs By Aditya Soni and Deborah Mary Sophia (Reuters) -Days after Chinese startup DeepSeek's breakthrough low-cost AI computing shook ...