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Microsoft and Meta Have a DeepSeek Strategy

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.

Microsoft, OpenAI probe DeepSeek-linked group access to data

The Motley Fool · 2d

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

Nvidia stock could benefit from these massive AI infrastructure investments.

Hosted 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. What we know about the passenger plane collision near Washington, DC My aging parents rely 100% on Social Security to get by.

Business Insider · 1d

AI Daily: Microsoft, OpenAI probe DeepSeek-linked group access to data

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this

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 ...

Chinese state-linked accounts hyped DeepSeek AI launch ahead of US stock rout, Graphika says

Chinese state-linked social media accounts amplified narratives celebrating the launch of Chinese startup DeepSeek's AI ...

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.

CRN8h

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 ...

11hon 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 ...

12hon MSN

Nvidia Stock Falls. What Microsoft and Meta Earnings Mean for the AI Chip Maker.

Investors were looking to Microsoft and Meta to provide reassurance that they will keep spending heavily on Nvidia chips.

12h

Meta, Tesla and Microsoft Upstaged the Fed With Ambitious Visions and Mixed Earnings

CEO of Meta and Facebook Mark Zuckerberg, Lauren Sanchez, Amazon founder Jeff Bezos, Google CEO Sundar Pichai and Tesla and SpaceX CEO Elon Musk. Photo credit: Getty The Fed is used to steering ...

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