DeepSeek has prompted investors to take a closer look at the AI spending plans of the world's biggest tech companies.

Jassy told analysts on an earnings call Thursday that Amazon will spend around $100 billion or more on capital expenses in 2025, up at least 20% from 2024. The "vast majority" of

Wall Street’s expectations on fourth-quarter earnings and revenue today, but sales in its all-important cloud computing business came up short, and guidance for the current quarter was light. As a result,