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 players.
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.
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.
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.
Microsoft CEO Satya Nadella touts DeepSeek's open-source AI as "super impressive": "We should take the developments out of China very, very seriously"
Microsoft CEO Satya Nadella recently commented on DeepSeek's ultra-cost-effective AI and compared it to the Jevons paradox economic concept. The executive claims AI will skyrocket, and developments out of China shouldn't be ignored.
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.
Microsoft, Meta CEOs defend hefty AI spending after DeepSeek stuns tech world
Satya Nadella, CEO of Microsoft, said the spending was needed to overcome the capacity constraints that hampered the tech giant's ability to capitalize on AI.
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, with Mark Zuckerberg steaming ahead with plans to build a data centre almost the size of Manhattan.
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.
Satya Nadella believes Chinese AI startup DeepSeek could be a win for tech, even as Microsoft’s shares tumble
The Microsoft CEO cited Jevons paradox, which stipulates increased efficiency in production drives increased demand.
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 (NASDAQ:META) and Microsoft (NASDAQ:MSFT) on capital expenditure related to the technology.
DeepSeek AI Cost Less Than $6 Million to Develop. Here's Why Meta and Microsoft Are Justifying Spending Billions.
Chinese AI startup DeepSeek burst on the scene this week with its latest AI model, which the startup claims performs as well as leading AI from OpenAI, Meta, and Anthropic — but at a far lower cost to develop.