DeepSeek drama: are markets in on the most dangerous idea in history?
While investors fret about what the arrival of DeepSeek means for their all-in bet on American artificial intelligence ...
Meta, Microsoft downplay DeepSeek threat
Meta CEO Mark Zuckerberg, meanwhile, seemed to downplay the threat posed by DeepSeek, saying that the industry is constantly changing and DeepSeek’s announcement is simply a part of that ebb and flow.
What We Learned About the Future of AI from Microsoft and Meta Earnings
Artificial intelligence was the focus when tech giants Microsoft and Meta kicked off the first round of Big Tech earnings of 2025. Here's what we learned.
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 ...
Why Microsoft, Facebook-parent Meta are sticking with massive AI investments despite DeepSeek challenge
Microsoft and Meta CEOs defended their significant investments in AI amidst claims by Chinese startup DeepSeek of achieving ...
Microsoft, Meta's plans for AI infrastructure send related stocks surging
Shares of AI infrastructure providing companies climbed on Thursday after positive commentary from Meta Platforms ...
A.I. Giants Double Down on Spending, Even as DeepSeek Looms
Both Meta and Microsoft committed to huge investments in artificial intelligence, despite new Chinese software outperforming American rivals at a lower cost.
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 ...
Microsoft, Meta stare down DeepSeek threat, making big reveals
DeepSeek will not derail Microsoft and Meta spending a combined $US145bn ($232.3bn) on artificial intelligence this year, ...
How big tech is recalibrating around DeepSeek threat
On the political landscape, tech made the biggest pivot. Amid threats of heavy regulation and even being broken up under Biden, Silicon Valley has embraced Donald Trump’s administration. The likes of ...
Microsoft's stock drops as cloud growth underwhelms
Microsoft reported its fiscal second-quarter results after Wednesday's closing bell, with investors focused on all things AI.
How big tech is quietly recalibrating itself around the DeepSeek threat
On the political landscape, tech has made the biggest pivot. Amid threats of heavy regulation and even being broken up under Biden, Silicon Valley has embraced Donald Trump’s administration. The likes ...