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Microsoft, Meta CEOs defend hefty AI spending

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.

Wall Street Journal · 4h

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.

GeekWire · 1d

Microsoft CEO says AI use will ‘skyrocket’ with more efficiency amid craze over DeepSeek

In an apparent response to the attention on a new AI model out of China, Microsoft CEO Satya Nadella posted online

BBC on MSN · 8h

Meta defends $65bn AI spend after DeepSeek rise

Meta has defended its $65bn (£52bn) investment in artificial intelligence (AI) days after US tech stocks wobbled in the wake of Chinese AI app DeepSeek's sudden rise. Chief executive Mark Zuckerberg said to investors on Wednesday there was a lot to learn from DeepSeek,

TheStreet on MSN · 20h

Microsoft, Meta, Tesla earnings on deck as DeepSeek triggers AI rethink

Markets are looking for assurances that DeepSeek hasn't completely disrupted the AI investment thesis. They may be disappointed.

Microsoft's AI business is booming

The Verge · 6h

Microsoft’s AI business is booming — Xbox, not so much

Microsoft’s cloud and AI businesses are doing pretty well — and their impact is being felt across the company. In its Q2 2025 earnings, Microsoft announced revenue of $69.6 billion for the quarter, up 12 percent year-over-year, and net income of $24.1 billion, which is up 10 percent year-over-year.

Business Insider on MSN · 10h

Microsoft's AI business is booming. It's not enough to soothe investors.

Microsoft reported lower-than-expected revenue growth for its AI and cloud divisions as scrutiny grows over tech's AI investments.

Reuters on MSN · 9h

Microsoft results disappoint investors wanting more from AI

Microsoft on Wednesday posted disappointing Azure cloud business growth and large artificial intelligence expenses, hitting its shares as a recent surge in low-cost Chinese AI technology threatens to undermine the case for such big spending.

DeepSeek, Microsoft and Azure

The Verge on MSN · 7h

Microsoft makes DeepSeek’s R1 model available on Azure AI and GitHub

Microsoft has moved surprisingly quickly to bring R1 to its Azure customers.

Bloomberg on MSN · 7h

Microsoft Has Kind Words for DeepSeek AI, Offers It to Customers

Microsoft Corp. Chief Executive Officer Satya Nadella had some kind words for DeepSeek, the Chinese artificial intelligence startup that roiled his company’s shares earlier this week.

USA Today · 9h

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 platform and GitHub tool for developers, the U.S. company said on Wednesday. The AI model will be available in the model catalog on the platforms and will join more than 1,800 models that Microsoft is offering.

Microsoft probes if DeepSeek-linked group got OpenAI data

Benzinga on MSN · 11h

OpenAI, Microsoft Probe DeepSeek for Potentially Violating API Terms, Extracting AI Data To Build LLM

Microsoft Corp. and OpenAI are investigating whether data from OpenAI’s technology was obtained without authorization by a group linked to Chinese AI startup DeepSeek, sources said. Microsoft researchers observed individuals possibly tied to DeepSeek extracting large amounts of data via OpenAI’s API last fall,

Business Insider · 12h

AI Daily: Microsoft, OpenAI probe DeepSeek-linked group access to data

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this

U.S. News & World Report · 1d

Microsoft Probes if DeepSeek-Linked Group Improperly Obtained OpenAI Data, Bloomberg News Reports

Microsoft and OpenAI are probing if data output from the ChatGPT maker's technology was obtained in an unauthorized manner by a group linked to Chinese artificial intelligence (AI) startup DeepSeek, Bloomberg News reported on Tuesday.

9hon MSN

Microsoft’s AI revenue run rate reaches $13B annually as tech giant tops earnings expectations

AI revenue run rate reached $13 billion, as the company reported $69.6 billion in revenue for the December quarter, up 12%, ...

Microsoft shares slide as cloud forecast, AI spending disappoint

Microsoft on Wednesday forecast disappointing growth in its cloud computing business, sending its shares down 4.5% in ...

8hon MSN

Microsoft reports 10% quarterly profit growth as it works to show AI investments paying off

Microsoft Corp. said Wednesday that its profit for the October-December quarter grew 10% from the same time last year as it ...

5hon MSN

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.

10h

Microsoft CFO tells employees in an internal memo to 'focus' amid AI news like DeepSeek and Stargate

Microsoft CFO Amy Hood had a message for Microsoft employees amid the DeepSeek and Stargate news, internal memo shows.

18h

Microsoft earnings: AI is the big theme as investors focus on cloud growth, DeepSeek

Microsoft will report its fiscal second-quarter results after Wednesday's closing bell, with investors focused on all things ...

11hon MSN

Microsoft Stock Slips as Intelligent Cloud Revenue Falls Short of Expectations

Microsoft (MSFT) shares moved lower in late-Wednesday trading as the tech giant reported fiscal second-quarter Intelligent Cloud revenue that missed analysts’ expectations. The company saw revenue ...

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Microsoft, Meta CEOs defend hefty AI spending

Microsoft's AI business is booming

DeepSeek, Microsoft and Azure

Microsoft probes if DeepSeek-linked group got OpenAI data

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