Commitments for data center spending keep rising. That is good news for any company connected to the artificial intelligence ...

Even with Microsoft's hard-driving culture, and its vision for a computer on every desk and in every home (running Microsoft ...

Chinese AI startup DeepSeek's model led to increased scrutiny on Microsoft's AI spending.

"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark ...

Meta CEO Mark Zuckerberg, meanwhile, seemed to downplay the threat posed by DeepSeek, saying that the industry is constantly ...

Microsoft, MSFT, CEO Satya Nadella is expected to talk about DeepSeek, Stargate, Azure, Copilot, AI, GenAI and more on the ...

Microsoft CEO Satya Nadella believes that DeepSeek will inevitably help the American AI industry rather than hurt it. Microsoft chief executive Satya Nadella isn’t pressed about Chinese AI ...

Importantly, other Wall Street analysts seem to be thinking along similar lines. Despite the DeepSeek news, Nvidia still has ...

Microsoft CEO Satya Nadella told analysts there would be no slowdown in infrastructure investment, tossing off fears that DeepSeek would derail the AI progress that U.S. Big Tech has been making.

Microsoft reported its fiscal second-quarter results after Wednesday's closing bell, with investors focused on all things AI.