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

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.

Nvidia stock could benefit from these massive AI infrastructure investments.

The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.

If we learned anything from tonight’s December-quarter earnings announcements from Microsoft and Meta Platforms, it’s that we’re still in a wait-and-see mode on artificial intelligence. In fact, Meta CEO Mark Zuckerberg declared that 2025 would be a “big year” because the trajectory of most of

Days after Chinese upstart DeepSeek revealed a breakthrough in cheap AI computing that shook the US technology industry, the chief executives of Microsoft and Meta defended large spending that they said was key to staying competitive in the new field.

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.