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Microsoft and Meta Have a DeepSeek Strategy

The Wall Street Journal on MSN · 2d

Microsoft, Meta Talk Up Their Big AI Ambitions and Spending Plans

The tech giants on Wednesday talked up their AI strategies and said they are sticking with ambitious investments in the technology despite the investor panic this week over the ri

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

Days after Chinese startup DeepSeek's breakthrough low-cost AI computing shook the U.S. technology industry, CEOs of Microsoft and Meta defended massive spending saying it was crucial to staying competitive in the new field.

Seeking Alpha · 1d

Meta Platforms Vs. Microsoft: The DeepSeek And Agentic AI Showdown

Meta and Microsoft outperformed in Q4 and Q2 earnings but saw diverging market responses. See why META and MSFT stocks are poised for growth with agentic AI.

3hon MSN

Meta's 2025 is off to a 'frenzied start.' Here's what we know about its plans for AI, glasses, social media, and more.

Meta kicked off 2025 by overhauling its content moderation system, rolling back DEI, and announcing more layoffs — all in the ...

3d

This AI stock might be worth more than Meta in 2025

Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and ...

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 ...

5hon MSN

Big Tech isn't backing down from its big AI spending

Big Tech earnings showed Microsoft, Meta, and others sticking to their AI spending plans despite DeepSeek's R1 launch.

1don MSN

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

By Deborah Mary Sophia and Joel Jose (Reuters) -Investors punished Microsoft with a 6% share drop on Thursday as hefty AI ...

2don 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.

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