Microsoft CFO Amy Hood had a message for Microsoft employees amid the DeepSeek and Stargate news, internal memo shows.

Commitments for data center spending keep rising. That is good news for any company connected to the artificial intelligence ...

Amy Hood's steady, simple response to the upheaval caused by news of a low-cost AI rival offers a model for how company ...

Meta, Microsoft, and Google parent Alphabet are expecting a cumulative $228 billion in capital expenditures in 2025, driven ...

Microsoft CEO Satya Nadella believes that DeepSeek will inevitably help the American AI industry rather than hurt it.

Chinese AI startup DeepSeek's model led to increased scrutiny on Microsoft's AI spending.

Microsoft partners talk about the GenAI, AI, cloud, security giant’s channel program after weaker Azure numbers in Q2.

"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark ...

In an apparent response to the attention on a new AI model out of China, Microsoft CEO Satya Nadella posted online ...

Microsoft reported its fiscal second-quarter results after Wednesday's closing bell, with investors focused on all things AI.