Meta, Nvidia, and other tech giants react to DeepSeek's competitive, cost-efficient models that challenge established market ...
Satya Nadella thinks that AI will scale after DeepSeek’s secrets become commoditized ...
As with Jevons Paradox, efficiency gains should send AI use soaring as costs drop. As Microsoft’s Satya Nadella observed, ...
Chinese AI startup DeepSeek's model led to increased scrutiny on Microsoft's AI spending.
There's a lot of noise in the AI market at the start of 2025. But Microsoft CEO Nadella has seen it all before.
Microsoft plans to spend $108 billion on data centres this fiscal year to meet customers' AI demands. Read more at ...
Leaders at Microsoft and Meta told investors that China’s DeepSeek doesn’t harm their businesses and that they will still ...
Both Meta and Microsoft committed to huge investments in artificial intelligence, despite new Chinese software outperforming American rivals at a lower cost.
Satya Nadella, CEO of Microsoft, said the spending was needed to overcome the capacity constraints that have hampered the ...
However, the advent of DeepSeek and the inevitable questions it raises regarding cost also featured in Microsoft's thinking.
CEO acknowledges efficiency of DeepSeek, and need to assess model optimisation rather than just buying more AI servers.
Microsoft shares fell over 4% after Q2 results showed disappointing revenue forecast, but GAAP earnings beat estimates.