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Microsoft and Meta Have a DeepSeek Strategy

Microsoft, Meta CEOs defend hefty AI spending after DeepSeek stuns tech world

Satya Nadella, CEO of Microsoft, said the spending was needed to overcome the capacity constraints that hampered the tech giant's ability to capitalize on AI.

The Wall Street Journal on MSN · 1d

Microsoft, Meta Talk Up Their Big AI Ambitions and Spending Plans

The tech giants on Wednesday talked up their AI strategies and said they are sticking with ambitious investments in the technology despite the investor panic this week over the ri

Seeking Alpha · 9h

Meta Platforms Vs. Microsoft: The DeepSeek And Agentic AI Showdown

Meta and Microsoft outperformed in Q4 and Q2 earnings but saw diverging market responses. See why META and MSFT stocks are poised for growth with agentic AI.

Microsoft, Meta

Meta, Microsoft And Tesla All Report Earnings After The Close

Stocks rose Tuesday, led by tech. AI fears loom as Meta, Microsoft report earnings. Tesla faces policy risks. Fed decision, major earnings, and government cuts ahead.

Wall Street Journal · 23h

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

DeepSeek AI Fears Haunt Meta, Microsoft Earnings. What Stock Markets Need to See and 5 Other Things to Know Today.

Judge halts Trump’s spending freeze as agencies see chaos, Starbucks beats expectations as turnaround campaign continues, and more news to start your day.

1don MSN

Microsoft and Meta AI Splurge Still Not Enough for Nvidia

The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.

2d

This AI stock might be worth more than Meta in 2025

Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and ...

The Information1d

Meta and Microsoft Show AI Bets Still in Play

If we learned anything from tonight’s December-quarter earnings announcements from Microsoft and Meta Platforms, it’s that we ...

1d

Microsoft and Meta’s AI splurge still not enough for Nvidia

The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.

5h

Chinese state-linked accounts hyped DeepSeek AI launch ahead of US stock rout, firm says

The messaging was rolled out on platforms such as X and META.O Facebook and Instagram, as well as Chinese services Toutiao ...

AWS, Meta, Microsoft, Nvidia And Oracle: Five Data Center Deals Worth $676B Announced This Month

Data center technology spending skyrocketed 34 percent in 2024, according to Synergy Research Group. It is soaring past a ...

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