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Microsoft, Meta CEOs defend hefty AI spending

Microsoft, Meta CEOs defend hefty AI spending after DeepSeek stuns tech world

Satya Nadella, CEO of Microsoft, said the spending was needed to overcome the capacity constraints that hampered the tech giant's ability to capitalize on AI.

moneycontrol.com · 22m

Microsoft, Meta back big AI spending despite DeepSeek's low costs

Microsoft has earmarked $80 billion for AI in its current fiscal year, while Meta has pledged as much as $65 billion

The Wall Street Journal on MSN · 12h

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

Investopedia on MSN · 15h

Zuckerberg Says DeepSeek ‘Strengthened Our Conviction' as Meta Spends Big on AI

Key Takeaways Meta CEO Mark Zuckerberg said Wednesday’s that the rapid rise of competitors from China has only strengthened the tech giant’s commitment to its AI ambitions. The CEO said it’s too early to know how growing competition from China could impact its future investments.

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.

Hosted on MSN · 1h

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 · 10h

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.

14hon MSN

Microsoft and Meta 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.

2hon 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.

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.

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 the same period the previous year. The bulk of it is going on chips and data centers to power generat ...

1hon MSN

Microsoft, Meta's plans for AI infrastructure send allied stocks surging

"We expect CapEx growth in 2025 will be driven by increased investment to support both our generative AI efforts and our core business. The majority of our CapEx in 2025 will continue to be directed ...

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 ...

This AI stock might be worth more than Meta in 2025

Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and ...

11h

Microsoft shares slide on cloud outlook; Meta up after Q4 beat

Microsoft shares fell in Europe on Thursday after it issued a downbeat forecast for its cloud business, while Facebook parent ...

devdiscourse19m

Tech Giants' Earnings Juggle: Gains, Losses, and the AI Drive

The S&P 500 saw mixed actions as Microsoft and Nvidia faced declines, while Meta and Tesla enjoyed gains. Microsoft's cloud forecast disappointed investors, contrasting with Tesla's positive future ...

The Information16h

Meta and Microsoft Show AI Bets Still in Play

If we learned anything from tonight’s December-quarter earnings announcements from Microsoft and Meta Platforms, it’s that we ...

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