"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark ...
Amy Hood's steady, simple response to the upheaval caused by news of a low-cost, competitive AI rival offers a model for how ...
Chinese AI startup DeepSeek's model led to increased scrutiny on Microsoft's AI spending.
That was the combined capital spending by Microsoft and Meta Platforms last quarter, nearly double a year earlier. The bulk of it went on chips and data centers to power generative AI services. Read w ...
DeepSeek is causing havoc throughout the AI industry. U.S.-based tech companies that have heavily invested in AI saw their ...
The cause of investors’ panic was DeepSeek, an obscure Chinese hedge fund turned AI startup that has blown analysts away with ...
DeepSeek throws a grenade into the AI space, AI looms large in Microsoft And Meta earnings, AI moves Doomsday Clock closer to midnight.
Microsoft CFO Amy Hood had a message for Microsoft employees amid the DeepSeek and Stargate news, internal memo shows.