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

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

Even as Chinese AI DeepSeek gains precedence over American rival OpenAI’s ChatGPT with Donald Trump in his second term at the ...

Microsoft CEO Satya Nadella believes that DeepSeek will inevitably help the American AI industry rather than hurt it.

Microsoft CEO Satya Nadella sees this playing out with AI. He thinks DeepSeek-R1, for example, might be more efficient than previous models, requiring less computing power per task. But this very ...

Amazon, Microsoft, and Alphabet each saw sharp stock declines following their fourth-quarter earnings reports, which revealed ...

As with Jevons Paradox, efficiency gains should send AI use soaring as costs drop. As Microsoft’s Satya Nadella observed, ...

That is good news for any company connected to the artificial intelligence (AI) bonanza. Microsoft CEO Satya Nadella just reaffirmed his plan to spend $80 billion on AI data centers in 2025 ...

Meta, Nvidia, and other tech giants react to DeepSeek's competitive, cost-efficient models that challenge established market ...

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