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Microsoft, Meta CEOs defend hefty AI spending

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 Zuckerberg said.

New York Post on MSN · 9h

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 pouring billions of dollars into AI – despite lingering anxiety over the

The Wall Street Journal on MSN · 21h

Microsoft, Meta Talk Up Their Big AI Ambitions and Spending Plans

The tech giants on Wednesday talked up their AI strategies and said they are sticking with ambitious investments in the technology despite the investor panic this week over the ri

Hosted on MSN · 14h

Microsoft and Meta defend massive AI investments amid rising competition from DeepSeek

Chinese startup DeepSeek claims to offer competitive AI models at lower costs, raising doubts about U.S. tech giants' investments in AI. Microsoft and Meta defend their significant spending, highlighting its importance for long-term strategic advantage amidst increasing demand for AI solutions.

AI, Microsoft

Geekwire on MSN · 16h

Microsoft’s AI revenue run rate reaches $13B annually as tech giant tops earnings expectations

AI revenue run rate reached $13 billion, as the company reported $69.6 billion in revenue for the December quarter, up 12%, with earnings of $3.23/share, topping Wall Street's expectations by both measures.

MarketWatch · 1d

Microsoft says AI revenue has surpassed $13 billion annual run rate

Microsoft CEO Satya Nadella told analysts on the company's earnings call that its revenue from AI has surpassed an annual run rate of $13 billion. He said Microsoft has more than 200,000 monthly users on its Azure AI services,

Money Morning · 11h

Microsoft's Q2 Surprise: AI Revenue Soars 175%

Before that, a clip of Satya Nadella being “good” with his $80 billion went viral, and it seems as if Microsoft is only doubling down on AI from now. It recently reported its fiscal Q2 2025 earnings.

Microsoft Stock Falls

Reuters · 21h

Microsoft shares slide as cloud forecast, AI spending disappoint

Microsoft on Wednesday forecast disappointing growth in its cloud computing business, sending its shares down 4.5% in after-hours trading as investors worry about big spending, elusive artificial intelligence revenue and competition from cheaper AI models from China.

Wall Street Journal · 1d

Microsoft Stock Falls After Slowdown in Cloud-Computing Growth

Shares in Microsoft fell 5% in afterhours trading as the tech giant said its flagship cloud computing business experienced a slowdown in growth last quarter. The takeaways: The company’s overall revenue rose 12% to $69.

Barron's on MSN · 13h

Microsoft’s Earnings Beat Estimates. The Stock Is Still Falling.

Microsoft reported second-quarter earnings and revenue that beat Wall Street estimates on Wednesday. The stock, however, was dropping. The company reported earnings of $3.23 a share on revenue of $69.

8hon MSN

S&P 500 flat as declines in Microsoft, Nvidia offset other tech gains

The S&P 500 was muted on Thursday as losses in tech heavyweights Microsoft and Nvidia countered earnings-led gains for Meta ...

13hon MSN

Meta, Microsoft Fail to Answer Big AI Question. Tech Faces a Dot-Com Moment and 5 Other Things to Know Today.

A plane carrying 64 crashes with an Army helicopter near Washington, Tesla’s quarter was lackluster as investors look to ...

Bill Gates Isn’t Like Those Other Tech Billionaires

The Microsoft co-founder and philanthropist is taking a break from the future to examine his past — and mulling where the ...

1don MSN

Microsoft reports 10% quarterly profit growth as it works to show AI investments paying off

Microsoft Corp. said Wednesday that its profit for the October-December quarter grew 10% from the same time last year as it ...

4hon MSN

Big Tech brushes off DeepSeek threat

Leaders of major U.S. tech companies at the forefront of artificial intelligence (AI) are brushing off a popular new model ...

Microsoft Continues to Spend Big on A.I. as Profit Grows 10%

The tech giant’s revenue was up 12 percent to $69.6 billion, but investors are showing their nerves after a long boom for ...

ExtremeTech on MSN4h

Microsoft Introduces AI-Powered Scareware Blocker for Edge Browser

When a potential scam is detected, Edge exits full-screen mode, halts audio playback, displays a warning, and shows a ...

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Microsoft, Meta CEOs defend hefty AI spending

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