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Microsoft, Meta CEOs defend hefty AI spending

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

Days after Chinese upstart DeepSeek revealed a breakthrough in cheap AI computing that shook the U.S. technology industry, the chief executives of Microsoft and Meta defended massive spending that they said was key to staying competitive in the new field.

Wall Street Journal · 3h

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.

BBC on MSN · 7h

Meta defends $65bn AI spend after DeepSeek rise

Meta has defended its $65bn (£52bn) investment in artificial intelligence (AI) days after US tech stocks wobbled in the wake of Chinese AI app DeepSeek's sudden rise. Chief executive Mark Zuckerberg said to investors on Wednesday there was a lot to learn from DeepSeek,

TheStreet on MSN · 19h

Microsoft, Meta, Tesla earnings on deck as DeepSeek triggers AI rethink

Markets are looking for assurances that DeepSeek hasn't completely disrupted the AI investment thesis. They may be disappointed.

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.

The Financial Times · 6h

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,

Investopedia · 6h

Microsoft Stock Slips as Intelligent Cloud Revenue Falls Short of Expectations

Microsoft reported fiscal second-quarter Intelligent Cloud revenue that missed analysts’ expectations, dragging shares lower after the bell Wednesday.

DeepSeek, Microsoft and Azure

The Verge on MSN · 6h

Microsoft makes DeepSeek’s R1 model available on Azure AI and GitHub

Microsoft has moved surprisingly quickly to bring R1 to its Azure customers.

USA Today · 8h

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. The AI model will be available in the model catalog on the platforms and will join more than 1,800 models that Microsoft is offering.

Bloomberg on MSN · 6h

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 Reports 10% Quarterly Profit Growth

The Associated Press - Busines… · 10h

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 works to capitalize on the huge amounts of money it has spent to advance its artificial intelligence technology.

Reuters on MSN · 10h

Microsoft beats quarterly revenue estimates, Azure growth slows

Microsoft reported slower-than-expected growth in its crucial Azure cloud business on Wednesday despite beating estimates for overall quarterly revenue, sending its shares down 4% in extended trading.

Bloomberg on MSN · 8h

Microsoft Falls After Saying Cloud Growth to Remain Slow

Microsoft Corp. said its cloud-computing business will continue to grow slowly in the current quarter as the company struggles to build enough data centers to handle demand for its artificial intelligence products.

Microsoft probes if DeepSeek-linked group got OpenAI data

Benzinga on MSN · 10h

OpenAI, Microsoft Probe DeepSeek for Potentially Violating API Terms, Extracting AI Data To Build LLM

Microsoft Corp. and OpenAI are investigating whether data from OpenAI’s technology was obtained without authorization by a group linked to Chinese AI startup DeepSeek, sources said. Microsoft researchers observed individuals possibly tied to DeepSeek extracting large amounts of data via OpenAI’s API last fall,

Business Insider · 11h

AI Daily: Microsoft, OpenAI probe DeepSeek-linked group access to data

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this

U.S. News & World Report · 1d

Microsoft Probes if DeepSeek-Linked Group Improperly Obtained OpenAI Data, Bloomberg News Reports

Microsoft and OpenAI are probing if data output from the ChatGPT maker's technology was obtained in an unauthorized manner by a group linked to Chinese artificial intelligence (AI) startup DeepSeek, Bloomberg News reported on Tuesday.

8hon 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%, ...

5hon 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 ...

9h

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 ...

4hon 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.

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