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Microsoft, Meta CEOs defend hefty AI spending
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 Zuckerberg said.
Microsoft CEO says AI use will ‘skyrocket’ with more efficiency amid craze over DeepSeek
In an apparent response to the attention on a new AI model out of China, Microsoft CEO Satya Nadella posted online
Microsoft, Meta Talk Up Their Big AI Ambitions and Spending Plans
The tech giants vow to barrel ahead despite the jolt from China’s DeepSeek.
Microsoft still can't meet all its AI cloud demand
Microsoft's cloud outlook knocks shares, Meta rises on AI payoff signs
Investors punished Microsoft with a 6% share drop on Thursday as hefty AI bets failed to drive a big increase in its cloud revenue, while Meta rose 4% after CEO Mark Zuckerberg assured Wall Street about growth with promises of a "really big year".
Microsoft still can't meet all its AI cloud demand, leading to investor disappointment
Cloud is the big engine for Microsoft bulls, and it disappointed in the latest quarter. That's likely the biggest driver of the pressure on Microsoft's stock, which fell more than 4% in Wednesday's extended session.
Microsoft’s cloud sales disappoint as it struggles to meet AI demand
Microsoft’s vast cloud division posted slower growth than Wall Street forecast as the tech group struggled to keep pace with customer demand for artificial intelligence-related services. The Seattle-based software group beat analysts’ expectations for revenue and net income in the quarter ending in December,
Microsoft probes if DeepSeek-linked group got OpenAI data
Microsoft ports DeepSeek’s AI to Copilot+ PCs, and their NPUs
Microsoft is allowing Copilot+ PC users to test out the sexy new AI model from DeepSeek -- and on the NPU, no less.
Microsoft Investigates DeepSeek-Linked Group
Microsoft and OpenAI are investigating whether data output from OpenAI’s technology was obtained in an unauthorized manner by a group linked to Chinese artificial intelligence startup DeepSeek, according to people familiar with the matter.
Microsoft probes if DeepSeek-linked group improperly took data, Bloomberg says
Microsoft (MSFT) and OpenAI are investigating if data output from OpenAI’s technology was obtained in an unauthorized manner by a group linked
20h
on MSN
Microsoft’s AI revenue run rate reaches $13B annually as tech giant tops earnings expectations
AI revenue run rate reached $13 billion, as the company reported $69.6 billion in revenue for the December quarter, up 12%, ...
13h
on MSN
Microsoft is killing this popular Word feature and replacing it with AI
Microsoft is trying to make users use Copilot more by removing a popular and helpful dictionary feature in Microsoft Word.
1d
on MSN
Microsoft's AI business is booming. It's not enough to soothe investors.
Microsoft reported lower-than-expected revenue growth for its AI and cloud divisions as scrutiny grows over tech's AI ...
1d
on MSN
Microsoft reports 10% quarterly profit growth as it works to show AI investments paying off
Microsoft Corp. said Wednesday that its profit for the October-December quarter grew 10% from the same time last year as it ...
Network World
8h
Microsoft AI investments cause cloud operating income growth to plunge
Analysts suggest the AI effort is part of the story, but the limits of math means that percentages can be deceptive.
Money Morning
15h
Microsoft's Q2 Surprise: AI Revenue Soars 175%
It recently reported its fiscal Q2 2025 earnings. The stock tanked by 4% but started recovering immediately and is now down ...
1d
Microsoft rolls out DeepSeek's AI model on Azure platform
Microsoft MSFT.O has made Chinese startup DeepSeek's R1 artificial intelligence model available on its Azure cloud computing ...
15h
on MSN
Microsoft demonstrates AI monetization growth outside of infrastructure
Microsoft's second quarter fiscal 2025 earnings show impressive growth in AI revenue, despite slightly slower Azure growth. Read more here.
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