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Microsoft, Meta CEOs Defend Hefty AI Spending
Microsoft, Meta CEOs defend hefty AI spending after DeepSeek stuns tech world
Days after Chinese upstart DeepSeek revealed a breakthrough in cheap AI computing that shook the U.S. technology industry, the chief executives of Microsoft and Meta defended massive spending that they said was key to staying competitive in the new field.
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.
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
Microsoft's AI business is booming
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.
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.
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.
8h
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%, ...
6h
on MSN
Microsoft makes DeepSeek’s R1 model available on Azure AI and GitHub
Microsoft has moved surprisingly quickly to bring R1 to its Azure customers.
9h
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 ...
3h
Microsoft shares slide as cloud forecast, AI spending disappoint
Microsoft has tested Wall Street's patience by plunking down huge amounts of cash in pursuit of profits from AI that have yet ...
4h
on 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.
8h
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.
10h
on MSN
OpenAI, Microsoft, Trump admin claim DeepSeek trained AI off stolen data
DeepSeek is causing havoc throughout the AI industry. U.S.-based tech companies that have heavily invested in AI saw their ...
17h
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 ...
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DeepSeek
China
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