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Microsoft, AI and Meta

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.Microsoft and Meta, which cumulatively expect to invest nearly $150 billion in infrastructure in their respective 2025 fiscal years,

The Motley Fool · 2d

Microsoft, Meta, and OpenAI Have Recently Confirmed Massive AI Investments

Nvidia stock could benefit from these massive AI infrastructure investments.

YAHOO!Finance · 3h

Your guide how to play the AI trade: Microsoft, Meta, Tesla

Microsoft (MSFT), and Meta Platforms (META) reported earnings after Wednesday's closing bell, as investors weigh which Big Tech giant is best positioned for artificial intelligence (AI) gains. Procyon senior private wealth advisor Jerry Sneed sits down with Brad Smith to outline his thoughts on Tesla,

DeepSeek, Microsoft and AI

IT News For Australia Business · 2h

Microsoft, Meta back big AI spending despite DeepSeek's low costs

Microsoft has earmarked US$80 billion ($128 billion) for AI in its current fiscal year, while Meta has pledged as much as US$65 billion. That is a far cry from the roughly US$6 million DeepSeek said it has spent to develop its AI model.

AOL · 38m

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.

USA Today · 23h

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.

Microsoft, Meta CEOs defend hefty AI spending after DeepSeek stuns tech world

"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark ...

18hon MSN

Microsoft and Meta 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.

Microsoft's cloud outlook knocks shares, Meta rises on AI payoff signs

Investors punished Microsoft with a 6% share drop on Thursday as hefty AI bets failed to drive a big increase in its cloud ...

4hon MSN

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 ...

12h

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 the same period the previous year. The bulk of it is going on chips and data centers to power generat ...

CRN2h

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 ...

6hon MSN

Nvidia Stock Falls. What Microsoft and Meta Earnings Mean for the AI Chip Maker.

Investors were looking to Microsoft and Meta to provide reassurance that they will keep spending heavily on Nvidia chips.

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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