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

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

Microsoft Corp. said Wednesday that its profit for the October-December quarter grew 10% from the same time last year as it ...

Microsoft Corp. Chief Executive Officer Satya Nadella had some kind words for DeepSeek, the Chinese artificial intelligence ...

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

Distilled R1 models can now run locally on Copilot Plus PCs, starting with Qualcomm Snapdragon X first and Intel chips later.

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

Microsoft’s cloud and AI businesses are doing pretty well — and their impact is being felt across the company. In its Q2 2025 ...

Satya Nadella, CEO of Microsoft, said the spending was needed to overcome the capacity constraints that hampered the tech ...

There's a lot of noise in the AI market at the start of 2025. But Microsoft CEO Nadella has seen it all before.

"We expect CapEx growth in 2025 will be driven by increased investment to support both our generative AI efforts and our core business. The majority of our CapEx in 2025 will continue to be directed ...

CEO acknowledges efficiency of DeepSeek, and need to assess model optimisation rather than just buying more AI servers.