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Microsoft, Meta CEOs defend hefty AI spending
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 Zuckerberg said.
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
Meta and Microsoft defend AI capex spend post-DeepSeek
DeepSeek. Now Tech giants Meta and Microsoft are justifying large AI investment amid questions raised by DeepSeek over how much it costs to train cutting-edge models.
Cloud growth and AI integration drive stock Outlook
Microsoft AI investments cause cloud operating income growth to plunge
Analysts suggest the AI effort is part of the story, but the limits of math means that percentages can be deceptive.
Microsoft’s AI and Cloud Growth Drive Buy Rating Amid Azure Challenges
In a report released yesterday, Andrew Marok from Raymond James reiterated a Buy rating on Microsoft (MSFT – Research Report), with a price
Microsoft's SWOT analysis: cloud growth and AI integration drive stock outlook
Microsoft Corporation (NASDAQ:MSFT), with its impressive $3.29 trillion market capitalization, continues to solidify its position as a leader in the technology sector, with its cloud computing platform Azure and artificial intelligence (AI) initiatives at the forefront of its growth strategy.
DeepSeek, Microsoft and AI
Microsoft ports DeepSeek’s AI to Copilot+ PCs, and their NPUs
Microsoft is allowing Copilot+ PC users to test out the sexy new AI model from DeepSeek -- and on the NPU, no less.
Microsoft makes DeepSeek’s R1 model available on Azure AI and GitHub
Microsoft has moved surprisingly quickly to bring R1 to its Azure customers.
Microsoft rolls out DeepSeek's AI model on Azure
Microsoft 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.
13h
on 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%, ...
3h
on MSN
What We Learned About the Future of AI from Microsoft and Meta Earnings
Key Takeaways Microsoft, Meta, and IBM all highlighted healthy growth in their AI businesses in the last three months of 2024 ...
6h
on MSN
Microsoft is killing this popular Word feature and replacing it with AI
Microsoft is trying to make users use Copilot more by removing a popular and helpful dictionary feature in Microsoft Word.
19h
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 ...
22h
on MSN
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 ...
1d
on 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 ...
10h
Microsoft's cloud outlook knocks shares, Meta rises on AI payoff signs
Investors punished Microsoft with a 6% share drop on Thursday as hefty AI bets failed to drive a big increase in its cloud ...
6h
Why 75% Of Businesses Aren’t Seeing ROI From AI Yet
DeepSeek throws a grenade into the AI space, AI looms large in Microsoft And Meta earnings, AI moves Doomsday Clock closer to midnight.
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