Meta CEO Mark Zuckerberg, meanwhile, seemed to downplay the threat posed by DeepSeek, saying that the industry is constantly changing and DeepSeek’s announcement is simply a part of that ebb and flow.
AI expenses and a looming price war in cloud services could blow up its profits. Blame it on DeepSeek.
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.
"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark ...
As with Jevons Paradox, efficiency gains should send AI use soaring as costs drop. As Microsoft’s Satya Nadella observed, ...
There's a lot of noise in the AI market at the start of 2025. But Microsoft CEO Nadella has seen it all before.
Shares of AI infrastructure providing companies climbed on Thursday after positive commentary from Meta Platforms ...
U.S. stocks are mostly rising following a rush of profit reports from some of the country’s most influential companies. The S&P 500 rose 0.6% in early Thursday trading. The Dow ...
LinkedIn's financial impact on Microsoft's portfolio has become more subtle lately, yet the professional networking giant continues to showcase strong ...
Microsoft, MSFT, CEO Satya Nadella is expected to talk about DeepSeek, Stargate, Azure, Copilot, AI, GenAI and more on the ...
Both Meta and Microsoft committed to huge investments in artificial intelligence, despite new Chinese software outperforming American rivals at a lower cost.
Microsoft highlighted the expansion of its artificial intelligence division, which generated $13 billion in sales annually.