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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.
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 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 shares slide
Microsoft shares slide as cloud forecast, AI spending disappoint
Microsoft on Wednesday forecast disappointing growth in its cloud computing business, sending its shares down 4.5% in after-hours trading as investors worry about big spending, elusive artificial intelligence revenue and competition from cheaper AI models from China.
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 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, AI and DeepSeek
Microsoft just added DeepSeek R1 to Azure AI Foundry and GitHub
Microsoft made DeepSeek's groundbreaking R1 AI model available on the Azure AI Foundry platform as well as GitHub.
Microsoft Has Kind Words for DeepSeek AI, Offers It to Customers
Microsoft Corp. Chief Executive Officer Satya Nadella had some kind words for DeepSeek, the Chinese artificial intelligence startup that roiled his company’s shares earlier this week.
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 platform and GitHub tool for developers, the U.S. company said on Wednesday.
13h
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 ...
15h
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 ...
11h
on MSN
Microsoft’s AI business is booming — Xbox, not so much
Microsoft’s cloud and AI businesses are doing pretty well — and their impact is being felt across the company. In its Q2 2025 ...
CRN
9m
Microsoft Q2 2025 Earnings Preview: 5 Things To Know
Microsoft, MSFT, CEO Satya Nadella is expected to talk about DeepSeek, Stargate, Azure, Copilot, AI, GenAI and more on the ...
10h
on MSN
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.
16h
Microsoft earnings: AI is the big theme as investors focus on cloud growth, DeepSeek
Microsoft will report its fiscal second-quarter results after Wednesday's closing bell, with investors focused on all things ...
14h
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%, ...
15h
Microsoft CFO tells employees in an internal memo to 'focus' amid AI news like DeepSeek and Stargate
Microsoft CFO Amy Hood had a message for Microsoft employees amid the DeepSeek and Stargate news, internal memo shows.
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