AI expenses and a looming price war in cloud services could blow up its profits. Blame it on DeepSeek.
Leaders of major U.S. tech companies at the forefront of artificial intelligence (AI) are brushing off a popular new model ...
Leaders at Microsoft and Meta told investors that China’s DeepSeek doesn’t harm their businesses and that they will still ...
Chinese AI startup DeepSeek's model led to increased scrutiny on Microsoft's AI spending.
There's a lot of noise in the AI market at the start of 2025. But Microsoft CEO Nadella has seen it all before.
In an apparent response to the attention on a new AI model out of China, Microsoft CEO Satya Nadella posted online ...
Executives are increasingly fielding analyst questions about the impact of China's DeepSeek AI on their business — and ...
"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark ...
The Microsoft CEO cited Jevons paradox, which stipulates increased efficiency in production drives increased demand.