The chief executives of Microsoft and Meta defended massive spending that they said was key to staying competitive.
The tech giants vow to barrel ahead despite the jolt from China’s DeepSeek.
Chinese AI startup DeepSeek has surged past OpenAIs ChatGPT in Apples App Store downloads, sparking national pride and ...
The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.
Meta Platforms Inc. posted sharply higher profit and revenue for its fourth quarter on Wednesday, thanks to higher ad revenue ...
DeepSeek’s AI breakthrough challenges Big Tech with a cheaper, efficient model. This may be bad for the incumbents, but good ...
If we learned anything from tonight’s December-quarter earnings announcements from Microsoft and Meta Platforms, it’s that we ...
We recently published an article titled These 29 AI Electricity, Infrastructure Stocks Are Crashing Due to DeepSeek News. In ...
The DeepSeek trigger likely busted the GenAI bubble, as it is likely to cause misses in the earnings and guidance estimates ...
Meta — and the rest of Big Tech — has been chasing face computers for years. Maybe 2025 will be the year it happens?