Satya Nadella, CEO of Microsoft, said the spending was needed to overcome the capacity constraints that hampered the tech ...
Chinese AI startup DeepSeek's model led to increased scrutiny on Microsoft's AI spending.
DeepSeek is causing havoc throughout the AI industry. U.S.-based tech companies that have heavily invested in AI saw their ...
The tech giants vow to barrel ahead despite the jolt from China’s DeepSeek.
Microsoft will report its fiscal second-quarter results after Wednesday's closing bell, with investors focused on all things ...
Microsoft and Meta CEOs defended their significant investments in AI amidst claims by Chinese startup DeepSeek of achieving similar performance at muc ...
Markets are looking for assurances that DeepSeek hasn't completely disrupted the AI investment thesis. They may be ...
In today's video, I discuss the recent updates impacting Nvidia (NASDAQ: NVDA) and other AI stocks after the volatility ...