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 ...
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 ...
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 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 ...
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.
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 target.
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 and Meta Have a DeepSeek Strategy: Copy and Surpass
The CEOs of both U.S. tech behemoths spoke about the Chinese startup’s innovations as they disclosed their financial results.
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.
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 ...