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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

New York Post on MSN · 11h

Tech stocks mixed as Meta, Microsoft affirm big AI spending plans after DeepSeek turmoil

Key tech stocks were a mixed bag in early trading Thursday after executives at Meta and Microsoft said they plan to keep pouring billions of dollars into AI – despite lingering anxiety over the

Meta climbs and Microsoft falls

The Associated Press - Busines… · 1d

Stock market today: Meta climbs and Microsoft falls as Wall Street ticks higher

Stocks are ticking higher on Wall Street following a rush of profit reports from some of the country’s most influential companies. The S&P 500 rose 0.3% in early Thursday trading. The Dow Jones Industrial Average slipped 14 points,

Wall Street Journal · 4h

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

USA Today · 11h

Wall Street rises as gains in Meta, Tesla offset Microsoft slump

Microsoft MSFT.O dropped 4.7% after forecasting disappointing growth in its cloud computing business. Meta Platforms META.O rose 4.5% after beating estimates for fourth-quarter revenue, but forecast that first-quarter sales might miss estimates.

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 · 12h

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

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.

CRN9h

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 ...

7hon MSN

What We Learned About the Future of AI from Microsoft and Meta Earnings

Key Takeaways Microsoft, Meta, and IBM all highlighted healthy growth in their AI businesses in the last three months of 2024 ...

13h

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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