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Microsoft, 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,

Benzinga.com · 6h

1MSFT, META : Meta Vs. Microsoft: Can Their AI Infrastructure Plans Hold Up Against...

Meta and Microsoft are investing heavily in cloud and AI infrastructure, but face challenges from DeepSeek. Both focus on growth and optimization.

The Motley Fool · 2d

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

Nvidia stock could benefit from these massive AI infrastructure investments.

Microsoft shares slide

Reuters · 8h

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 revenue, while Meta rose 4% after CEO Mark Zuckerberg assured Wall Street about growth with promises of a "really big year".

USA Today · 18h

Microsoft shares slide as cloud forecast, AI spending disappoint

Microsoft has tested Wall Street's patience by plunking down huge amounts of cash in pursuit of profits from AI that have yet to satisfy investors.

The Financial Times · 20h

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,

DeepSeek, Microsoft

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.

AOL · 53m

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.

Hosted on MSN · 6h

Microsoft reportedly investigates whether DeepSeek improperly used OpenAI’s models

OpenAI and Microsoft are probing whether DeepSeek used distillation to help train its rival reasoning model. What we know about the passenger plane collision near Washington, DC My aging parents rely 100% on Social Security to get by.

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 ...

19hon 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.

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 ...

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 ...

13h

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 ...

CRN3h

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 ...

7hon 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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