Microsoft, Meta CEOs Defend Hefty AI Spending

The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.
If we learned anything from tonight’s December-quarter earnings announcements from Microsoft and Meta Platforms, it’s that we ...
Nvidia stock could benefit from these massive AI infrastructure investments.
Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and ...
DeepSeek’s AI breakthrough challenges Big Tech with a cheaper, efficient model. This may be bad for the incumbents, but good ...
In an apparent response to the attention on a new AI model out of China, Microsoft CEO Satya Nadella posted online ...
Meta Platforms forecast first-quarter revenue below Wall Street estimates on Wednesday, signaling its bets on pricey ...
Meta and Tesla rally after-hours, while Microsoft slides. Stock futures edge higher—will the gains hold? Full market analysis ...
That all changed Monday when the market went into full meltdown over DeepSeek AI. The China-based company sent Wall Street ...