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Microsoft and Meta Have a DeepSeek Strategy

CNBC on MSN · 4h

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.

The Wall Street Journal on MSN · 22h

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

YAHOO!Finance · 11h

Microsoft, Meta back big AI spending despite DeepSeek's low costs

(Reuters) -Days after Chinese startup DeepSeek's breakthrough low-cost AI computing shook the U.S. technology industry, CEOs of Microsoft and Meta defended massive spending saying it was crucial to staying competitive in the new field.

Tesla, IBM and Meta lead most of Wall Street

USA Today · 11h

Wall Street rises as gains in Meta, Tesla offset Microsoft slump

Microsoft MSFT.O dropped 4.7% after forecasting disappointing growth in its cloud computing business. Meta Platforms META.O rose 4.5% after beating estimates for fourth-quarter revenue, but forecast that first-quarter sales might miss estimates.

Wall Street Journal · 4h

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

LA Times on MSN · 4h

Tesla, IBM and Meta lead most of Wall Street higher

Tesla, IBM and Meta Platforms helped lead most U.S. stocks higher after a rush of profit reports from some of the country's most influential companies

Microsoft, OpenAI probe DeepSeek-linked group access to data

The Motley Fool · 2d

Microsoft, Meta, and OpenAI Have Recently Confirmed Massive AI Investments

Nvidia stock could benefit from these massive AI infrastructure investments.

Hosted on MSN · 11h

Microsoft reportedly investigates whether DeepSeek improperly used OpenAI’s models

OpenAI and Microsoft are probing whether DeepSeek used distillation to help train its rival reasoning model. What we know about the passenger plane collision near Washington, DC My aging parents rely 100% on Social Security to get by.

Business Insider · 1d

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

1h

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

Chinese state-linked social media accounts amplified narratives celebrating the launch of Chinese startup DeepSeek's AI ...

6h

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.

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 ...

12hon MSN

Nvidia Stock Falls. What Microsoft and Meta Earnings Mean for the AI Chip Maker.

Investors were looking to Microsoft and Meta to provide reassurance that they will keep spending heavily on Nvidia chips.

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