The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.
Satya Nadella, CEO of Microsoft, said the spending was needed to overcome the capacity constraints that hampered the tech ...
Meta and Microsoft are investing heavily in cloud and AI infrastructure, but face challenges from DeepSeek. Both focus on growth and optimization.
The S&P 500 saw mixed actions as Microsoft and Nvidia faced declines, while Meta and Tesla enjoyed gains. Microsoft's cloud forecast disappointed investors, contrasting with Tesla's positive future ...
Microsoft shares fell in Europe on Thursday after it issued a downbeat forecast for its cloud business, while Facebook parent ...
Nvidia stock could benefit from these massive AI infrastructure investments.
That was the combined capital spending by Microsoft and Meta Platforms last quarter, nearly double the same period the previous year. The bulk of it is going on chips and data centers to power generat ...
If we learned anything from tonight’s December-quarter earnings announcements from Microsoft and Meta Platforms, it’s that we ...