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Microsoft, Meta CEOs defend hefty AI spending

Wall Street Journal · 2h

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.

Reuters · 5h

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.

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 · 6h

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 · 18h

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.

DeepSeek, Microsoft and Azure

The Verge on MSN · 6h

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

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

Reuters · 10h

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.

Bloomberg on MSN · 6h

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.

Microsoft, cloud

The Associated Press on MSN · 9h

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 works to capitalize on the huge amounts of money it has spent to advance its artificial intelligence technology.

MarketWatch · 17h

Why Microsoft's cloud growth likely slowed last quarter

Artificial intelligence has been a big contributor to Microsoft's cloud growth, but the company is also being held back in a way. Microsoft has mentioned having capacity constraints because it doesn't have enough graphics processing units.

Reuters on MSN · 9h

Microsoft shares dip as cloud growth misses estimates but spending grows

Microsoft reported slower-than-expected growth in its crucial Azure cloud business on Wednesday despite beating estimates for overall quarterly revenue and increasing use of its cloud services for artificial intelligence.

Microsoft shares slide

USA Today · 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 to satisfy investors.

The Financial Times · 5h

Microsoft’s cloud sales disappoint as it struggles to meet AI demand

Microsoft’s vast cloud division posted slower growth than Wall Street forecast as the tech group struggled to keep pace with customer demand for artificial intelligence-related services. The Seattle-based software group beat analysts’ expectations for revenue and net income in the quarter ending in December,

Reuters on MSN · 7h

Microsoft shares fall as cloud forecast disappoints Wall Street

Microsoft on Wednesday forecast disappointing growth in its Azure cloud computing business, sending its shares down more than 5% as investors worry about big spending, elusive artificial intelligence revenue and growing competition from cheaper AI models from China.

DeepSeek is great news for Microsoft and software stocks

Fast Company on MSN · 1d

Why did DeepSeek tell me it’s made by Microsoft?

The Chinese-language model has shocked and awed the American stock market. But my chat with it indicates there are many reasons to be skeptical. The release of Chinese AI company DeepSeek’s R1 model on January 20 triggered a surprise nuclear event in American tech markets this week.

MarketWatch · 17h

Microsoft's stock held its own during the DeepSeek panic.

Microsoft's stock held its own while investors panicked about DeepSeek's potential impact on other corners of the technology sector. That suggests Wall Street isn't too worried that DeepSeek's advancements in cost efficiency pose a major threat to Microsoft.

Fortune on MSN · 13h

Why DeepSeek is great news for Microsoft and software stocks

DeepSeek’s success initially rattled investors’ assumptions about the AI spending wave that has swept through Silicon Valley in recent years.

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%, ...

4hon 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 ...

9hon MSN

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 ...

4hon 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.

10hon 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 ...

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.

16h

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 ...

1don MSN

DeepSeek defense: Microsoft earnings will offer new chance to detail AI capital spending plans

Reporting quarterly earnings Wednesday afternoon, it will be tough for Microsoft to avoid the issue of the AI breakthroughs ...

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Microsoft, Meta CEOs defend hefty AI spending

DeepSeek, Microsoft and Azure

Microsoft, cloud

Microsoft shares slide

DeepSeek is great news for Microsoft and software stocks

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