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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

Mint on MSN · 3h

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’ investments in AI. Microsoft and Meta defend their significant spending, highlighting its importance for long-term strategic advantage amidst increasing demand for AI solutions.

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 and DeepSeek

The Motley Fool · 2d

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

Nvidia stock could benefit from these massive AI infrastructure investments.

Fortune 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. President Trump expects to end birthright citizenship with support from Supreme Court 5 Tennis Superstars Who Are Into Golf as a Hobby ft.

Business Insider · 20h

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.

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.

12h

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.

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 ...

10hon 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 ...

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