Meta, Nvidia, and other tech giants react to DeepSeek's competitive, cost-efficient models that challenge established market ...

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

As with Jevons Paradox, efficiency gains should send AI use soaring as costs drop. As Microsoft’s Satya Nadella observed, ...

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

There's a lot of noise in the AI market at the start of 2025. But Microsoft CEO Nadella has seen it all before.

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

Shares of AI infrastructure providing companies climbed on Thursday after positive commentary from Meta Platforms ...

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

Microsoft plans to spend $108 billion on data centres this fiscal year to meet customers' AI demands. Read more at ...

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.

AI expenses and a looming price war in cloud services could blow up its profits. Blame it on DeepSeek.

CEO acknowledges efficiency of DeepSeek, and need to assess model optimisation rather than just buying more AI servers.