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Microsoft, Meta

What We Learned About the Future of AI from Microsoft and Meta Earnings

Key Takeaways Microsoft, Meta, and IBM all highlighted healthy growth in their AI businesses in the last three months of 2024.Microsoft and Meta, which cumulatively expect to invest nearly $150 billion in infrastructure in their respective 2025 fiscal years,

The Motley Fool · 2d

Microsoft, Meta, and OpenAI Have Recently Confirmed Massive AI Investments

Nvidia stock could benefit from these massive AI infrastructure investments.

Benzinga.com · 8h

1MSFT, META : Meta Vs. Microsoft: Can Their AI Infrastructure Plans Hold Up Against...

Meta and Microsoft are investing heavily in cloud and AI infrastructure, but face challenges from DeepSeek. Both focus on growth and optimization.

Microsoft shares slide

Hosted on MSN · 6h

Microsoft's cloud outlook knocks shares, Meta rises on AI payoff signs

By Deborah Mary Sophia and Joel Jose (Reuters) -Investors punished Microsoft with a 6% share drop on Thursday as hefty AI bets failed to drive a big increase in its cloud revenue, while Meta rose 4% after CEO Mark Zuckerberg assured Wall Street about growth with promises of a "really big year".

USA Today · 19h

Microsoft shares slide as cloud forecast, AI spending disappoint

Microsoft has tested Wall Street's patience by plunking down huge amounts of cash in pursuit of profits from AI that have yet to satisfy investors.

The Financial Times · 21h

Microsoft’s cloud sales disappoint as it struggles to meet AI demand

Microsoft’s vast cloud division posted slower growth than Wall Street forecast as the tech group struggled to keep pace with customer demand for artificial intelligence-related services. The Seattle-based software group beat analysts’ expectations for revenue and net income in the quarter ending in December,

DeepSeek, Microsoft and AI

IT News For Australia Business · 3h

Microsoft, Meta back big AI spending despite DeepSeek's low costs

Microsoft has earmarked US$80 billion ($128 billion) for AI in its current fiscal year, while Meta has pledged as much as US$65 billion. That is a far cry from the roughly US$6 million DeepSeek said it has spent to develop its AI model.

AOL · 2h

Meta, Microsoft downplay DeepSeek threat

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.

USA Today · 1d

Microsoft rolls out DeepSeek's AI model on Azure platform

Microsoft MSFT.O has made Chinese startup DeepSeek's R1 artificial intelligence model available on its Azure cloud computing platform and GitHub tool for developers, the U.S. company said on Wednesday.

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 ...

20hon MSN

Microsoft and Meta’s AI Splurge Still Not Enough for Nvidia

The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.

CRN4h

AWS, Meta, Microsoft, Nvidia And Oracle: Five Data Center Deals Worth $676B Announced This Month

Data center technology spending skyrocketed 34 percent in 2024, according to Synergy Research Group. It is soaring past a ...

Meta, Tesla and Microsoft Upstaged the Fed With Ambitious Visions and Mixed Earnings

CEO of Meta and Facebook Mark Zuckerberg, Lauren Sanchez, Amazon founder Jeff Bezos, Google CEO Sundar Pichai and Tesla and SpaceX CEO Elon Musk. Photo credit: Getty The Fed is used to steering ...

14h

Heard on the Street: Behind the AI Splurge at Microsoft and Meta

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 ...

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