Microsoft, Meta CEOs Defend Hefty AI Spending

The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.
Nvidia stock could benefit from these massive AI infrastructure investments.
If we learned anything from tonight’s December-quarter earnings announcements from Microsoft and Meta Platforms, it’s that we ...
Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and ...
Meta CEO Mark Zuckerberg said the company plans to up its capital expenditures in 2025 as it aims to keep pace with rivals in ...
DeepSeek’s AI breakthrough challenges Big Tech with a cheaper, efficient model. This may be bad for the incumbents, but good ...
"This will be a defining year for AI," Zuckerberg said in a Facebook post. "Over the coming years, it will drive our core ...
That all changed Monday when the market went into full meltdown over DeepSeek AI. The China-based company sent Wall Street ...