Microsoft, Meta CEOs defend hefty AI spending

Microsoft, Meta Talk Up Their Big AI Ambitions and Spending Plans
The tech giants on Wednesday talked up their AI strategies and said they are sticking with ambitious investments in the technology despite the investor panic this week over the ri
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.
Meta and Microsoft Show AI Spending Can Be a Double-Edged Sword
US tech stocks lost nearly $1 trillion on concerns about artificial intelligence spending, Meta Platforms Inc. hit a record high — signaling that investors were keeping the faith when it came to its own AI plans.
Microsoft, Meta back big AI spending despite DeepSeek's low costs
Microsoft has earmarked $80 billion for AI in its current fiscal year, while Meta has pledged as much as $65 billion
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.
Zuckerberg Says DeepSeek ‘Strengthened Our Conviction' as Meta Spends Big on AI
Key Takeaways Meta CEO Mark Zuckerberg said Wednesday’s that the rapid rise of competitors from China has only strengthened the tech giant’s commitment to its AI ambitions. The CEO said it’s too early to know how growing competition from China could impact its future investments.
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.
Microsoft shares slide on cloud outlook; Meta up after Q4 beat
Microsoft shares fell in Europe on Thursday after it issued a downbeat forecast for its cloud business, while Facebook parent ...
Meta, Microsoft And Tesla All Report Earnings After The Close
Stocks rose Tuesday, led by tech. AI fears loom as Meta, Microsoft report earnings. Tesla faces policy risks. Fed decision, ...
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 ...
Microsoft and Meta forecasts disappoint as AI race heats up
STORY: Tech giants Microsoft and Meta failed to impress the market on Wednesday as both companies delivered glum outlooks.:: ...
Nasdaq 100: Microsoft and Meta Earnings Today—Will AI Investments Pay Off?
Microsoft and Meta report earnings today, with AI investments and cloud growth in focus. Can these tech giants sustain their ...
US stocks boosted at open by earnings and signs AI spending's intact. Nvidia dips, though.
Wall Street opens up on relief Meta and Microsoft kept their AI spending plans even as their earnings come in mixed. Next up, Apple after the close.
Nvidia Stock Falls. What Microsoft and Meta Earnings Mean for the AI Chip Maker.
Investors were looking to Microsoft and Meta to provide reassurance that they will keep spending heavily on Nvidia chips.