Amy Hood's steady, simple response to the upheaval caused by news of a low-cost, competitive AI rival offers a model for how ...
"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark ...
Microsoft is allowing Copilot+ PC users to test out the sexy new AI model from DeepSeek -- and on the NPU, no less.
Chinese AI startup DeepSeek's model led to increased scrutiny on Microsoft's AI spending.
The cause of investors’ panic was DeepSeek, an obscure Chinese hedge fund turned AI startup that has blown analysts away with ...
DeepSeek throws a grenade into the AI space, AI looms large in Microsoft And Meta earnings, AI moves Doomsday Clock closer to midnight.
Microsoft CFO Amy Hood had a message for Microsoft employees amid the DeepSeek and Stargate news, internal memo shows.
Markets are looking for assurances that DeepSeek hasn't completely disrupted the AI investment thesis. They may be ...