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Microsoft, Meta CEOs defend hefty AI spending
Meta and Microsoft defend AI capex spend post-DeepSeek
DeepSeek. Now Tech giants Meta and Microsoft are justifying large AI investment amid questions raised by DeepSeek over how much it costs to train cutting-edge models.
Microsoft, Meta CEOs defend hefty AI spending after DeepSeek stuns tech world
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.
What Tesla, Meta, and Microsoft said about DeepSeek and AI spending
Here are all the crucial things Tesla, Meta and Microsoft CEOs and CFOs said on their Wednesday evening quarterly conference calls as it relates to Capex and DeepSeek's potential impact on future Capex budgets.
Live Look at Meta Stock
This AI stock might be worth more than Meta in 2025
Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and SoftBank are leading the newly announced Stargate initiative under President Trump — a project aiming to invest $500 billion into AI frameworks over the coming years.
Stock Market Today: Live Look at Meta Stock
The broad market is less volatile today, but the big news continue to be tech stocks releasing quarterly earnings. Dow Jones Industrial Average: Up 0.35% Nasdaq: Up 0.04% S&P 500: Up 0.26% Meta Rises,
Why Meta Stock Is Soaring Today
Meta had a fantastic Q4 2024, beating Wall Street targets. The company's Q1 guidance was less than hoped for. At least for now, Meta is not altering course in spending big on AI infrastructure. Meta delivered fantastic results for Q4 2024.
20h
on MSN
Meta's SWOT analysis: stock soars on AI investments, high capex concerns linger
Meta Platforms, Inc. (NASDAQ:META) has emerged as a frontrunner in the artificial intelligence (AI) race, with its stock ...
7d
Meta to spend up to $65 billion this year to power AI goals, Zuckerberg says
Meta Platforms plans to spend as much as $65 billion this year to expand its AI infrastructure, CEO Mark Zuckerberg said on ...
2d
Meta sees FY25 capex $60B-$65B
The company said, “We expect full year 2025 total expenses to be in the range of $114-119 billion. We expect the single largest driver of ...
2d
on MSN
What Analysts Think of Meta Stock Ahead of Earnings
Meta Platforms is expected to report its fourth-quarter results after the closing bell on Wednesday, with analysts mostly ...
1d
Meta: Advertising Strength Is Helping To Offset Huge Expense Growth (Upgrade)
Meta Platforms reported strong earnings, but the stock's modest rise reflects its already high valuation after a 70% rally ...
4d
Meta Earnings Preview: AI-Driven Ads, eCommerce Gains, And Capex Surprises Ahead?
Post suggests Meta could benefit from eCommerce sales and strength in shopping ads, as well as improving AI models for ad ...
7d
Meta AI capex range ‘brackets high end of investors’ expectations,’ says Stifel
CEO Mark Zuckerberg shared a Facebook post this morning that laid out some of Meta’s 2025 AI plans, most notably that the company is planning to invest $60B-$65B in capex this year to include Meta’s ...
2d
Meta earnings live updates: Wall Street watching for AI monetization, reaction to DeepSeek mania
Meta's earnings call is today at 5 pm ET. META stock heads into the report up 15% YTD. Analysts are focused on AI ...
1d
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.
17h
Mark Zuckerberg to invest over $65 billion as CAPEX for AI infrastructure, data centres in 2025
In a recent post, Zuckerberh outlined how Meta plans to build a 2GW+ data centre. Zuckerberg also mentioned that by the end ...
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