Silicon Valley leaders from Sam Altman to Satya Nadella react to their new rival DeepSeek
Meta, Nvidia, and other tech giants react to DeepSeek's competitive, cost-efficient models that challenge established market ...
A.I. Giants Double Down on Spending, Even as DeepSeek Looms
Both Meta and Microsoft committed to huge investments in artificial intelligence, despite new Chinese software outperforming American rivals at a lower cost.
Microsoft, Meta's plans for AI infrastructure send related stocks surging
Shares of AI infrastructure providing companies climbed on Thursday after positive commentary from Meta Platforms ...
How Satya Nadella is weathering the storm of Trump’s first days
The Microsoft CEO will have to perform a delicate balancing act over the next four years to keep his company from becoming a ...
Meta, Microsoft downplay DeepSeek threat
Meta CEO Mark Zuckerberg, meanwhile, seemed to downplay the threat posed by DeepSeek, saying that the industry is constantly changing and DeepSeek’s announcement is simply a part of that ebb and flow.
Microsoft, Meta stare down DeepSeek threat, making big reveals
DeepSeek will not derail Microsoft and Meta spending a combined $US145bn ($232.3bn) on artificial intelligence this year, ...
What We Learned About the Future of AI from Microsoft and Meta Earnings
Artificial intelligence was the focus when tech giants Microsoft and Meta kicked off the first round of Big Tech earnings of 2025. Here's what we learned.
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 ...
The AI spending frenzy is just getting started
A new game of ‘my data center is bigger than yours’ started this week with the announcement of OpenAI’s Project Stargate.
Why Microsoft, Facebook-parent Meta are sticking with massive AI investments despite DeepSeek challenge
Microsoft and Meta CEOs defended their significant investments in AI amidst claims by Chinese startup DeepSeek of achieving ...
How big tech is quietly recalibrating around DeepSeek threat
On the political landscape, tech has made the biggest pivot. Amid threats of heavy regulation and even being broken up under ...
DeepSeek sparked a market panic — but some think the sell-off is overblown
China's DeepSeek has panicked investors in top AI stocks after it said its new model was built with less computing power than ...