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 ...
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.
Microsoft and Meta defend massive AI investments amid rising competition from DeepSeek
Chinese startup DeepSeek claims to offer competitive AI models at lower costs, raising doubts about U.S. tech giants’ ...
This AI stock might be worth more than Meta in 2025
Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and ...
Your guide how to play the AI trade: Microsoft, Meta, Tesla
Microsoft (MSFT), and Meta Platforms (META) reported earnings after Wednesday's closing bell, as investors weigh which Big ...
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 ...
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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 ...
Microsoft and Meta forecasts disappoint as AI race heats up
STORY: Tech giants Microsoft and Meta failed to impress the market on Wednesday as both companies delivered glum outlooks.:: ...