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.
Meta, Nvidia, and other tech giants react to DeepSeek's competitive, cost-efficient models that challenge established market players.
The Microsoft CEO will have to perform a delicate balancing act over the next four years to keep his company from becoming a target.
Meta CEO Mark Zuckerberg, meanwhile, seemed to downplay the threat posed by DeepSeek, saying that the industry is constantly changing and DeepSeek’s announcement is simply a part of that ebb and flow.
Microsoft CEO Satya Nadella recently commented on DeepSeek's ultra-cost-effective AI and compared it to the Jevons paradox economic concept. The executive claims AI will skyrocket, and developments out of China shouldn't be ignored.
A new game of ‘my data center is bigger than yours’ started this week with the announcement of OpenAI’s Project Stargate.
Satya Nadella, CEO of Microsoft, said the spending was needed to overcome the capacity constraints that hampered the tech giant's ability to capitalize on AI.
DeepSeek will not derail Microsoft and Meta spending a combined $US145bn ($232.3bn) on artificial intelligence this year, with Mark Zuckerberg steaming ahead with plans to build a data centre almost the size of Manhattan.
Meta's shares have surged 11.70% in three months, driven by strong AI investments, particularly in their Meta ads division. Explore more details here.
Both Meta and Microsoft committed to huge investments in artificial intelligence, despite new Chinese software outperforming American rivals at a lower cost.
Two of the most powerful tech leaders in the world, Microsoft CEO Satya Nadella and Tesla CEO Elon Musk, are not exactly fans of the $500 billion Stargate AI initiative announced by Trump this week.
Microsoft CEO Satya Nadella met incoming US President Donald Trump at Mar-a-Lago where Elon Musk and Vice President-elect JD Vance were also present. Read more to know what all they discussed ahead of