What Tesla, Meta, and Microsoft said about DeepSeek and AI spending
Here are all the crucial things Tesla, Meta and Microsoft CEOs and CFOs said on their Wednesday evening quarterly conference calls as it relates to Capex and DeepSeek's potential impact on future ...
Microsoft demonstrates AI monetization growth outside of infrastructure
Microsoft's second quarter fiscal 2025 earnings show impressive growth in AI revenue, despite slightly slower Azure growth. Read more here.
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’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%, ...
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Microsoft’s results show cloud AI balancing act
CEO acknowledges efficiency of DeepSeek, and need to assess model optimisation rather than just buying more AI servers.
Microsoft Earnings: Solid Quarter as AI Growth Shines
Stock remains attractive, artificial intelligence demand and cloud growth are key drivers. We are maintaining our fair value ...
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's SWOT analysis: cloud growth and AI integration drive stock outlook
Microsoft Corporation (NASDAQ:MSFT), with its impressive $3.29 trillion market capitalization, continues to solidify its position as a leader in the technology sector, with its cloud computing ...
Microsoft shares slide as cloud forecast, AI spending disappoint
Microsoft has tested Wall Street's patience by plunking down huge amounts of cash in pursuit of profits from AI that have yet ...