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Meta, Microsoft and AI
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.
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
1MSFT, META : Meta Vs. Microsoft: Can Their AI Infrastructure Plans Hold Up Against...
Meta and Microsoft are investing heavily in cloud and AI infrastructure, but face challenges from DeepSeek. Both focus on growth and optimization.
Tesla, IBM and Meta lead most of Wall Street
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.
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
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 and DeepSeek
Microsoft, Meta, and OpenAI Have Recently Confirmed Massive AI Investments
Nvidia stock could benefit from these massive AI infrastructure investments.
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. President Trump expects to end birthright citizenship with support from Supreme Court 5 Tennis Superstars Who Are Into Golf as a Hobby ft.
Microsoft Boosts Azure with DeepSeek’s Powerful AI Model
Microsoft Corporation (MSFT) launched the highly popular DeepSeek R1, a powerful AI model, on its Azure cloud platform GitHub for developers.
7h
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.
Yahoo Finance
2d
Meta and Microsoft Show AI Spending Can Be a Double-Edged Sword
Meta
’s recent strength stands in contrast to
Microsoft
Corp., which has seen its shares falter on concerns about heavy
AI
spending — including its stake in OpenAI, a key competitor to DeepSeek.
CRN
9h
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 ...
1d
DeepSeek AI Fears Haunt Meta, Microsoft Earnings. What Stock Markets Need to See and 5 Other Things to Know Today.
Judge halts Trump’s spending freeze as agencies see chaos, Starbucks beats expectations as turnaround campaign continues, and ...
12h
on MSN
Microsoft's cloud outlook knocks shares, Meta rises on AI payoff signs
By Deborah Mary Sophia and Joel Jose (Reuters) -Investors punished Microsoft with a 6% share drop on Thursday as hefty AI ...
11h
Inside Microsoft’s quick embrace of DeepSeek
The Chinese startup DeepSeek shook up the world of AI last week after showing its supercheap R1 model could compete directly ...
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