Microsoft shares slide on cloud outlook; Meta up after Q4 beat
Microsoft shares fell in Europe on Thursday after it issued a downbeat forecast for its cloud business, while Facebook parent ...
1MSFT, META : Meta Vs. Microsoft: Can Their AI Infrastructure Plans Hold Up Against...
Meta and Microsoft are investing heavily in cloud and AI infrastructure, but face challenges from DeepSeek. Both focus on growth and optimization.
Microsoft, Meta's plans for AI infrastructure send allied stocks surging
"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 ...
Heard on the Street: Behind the AI Splurge at Microsoft and Meta
That was the combined capital spending by Microsoft and Meta Platforms last quarter, nearly double the same period the previous year. The bulk of it is going on chips and data centers to power generat ...
Meta sends mixed signals as quarterly sales beat estimates but outlook muted
Meta Platforms beat Wall Street expectations for fourth-quarter revenue on Wednesday but predicted sales in the current first ...
Microsoft and Meta back big AI spending despite DeepSeek’s low costs
The CEOs of the two companies said the massive AI spending was crucial to staying competitive in the new field ...
Meta Engineers See Vindication in DeepSeek’s Apparent Breakthrough
The Silicon Valley giant was criticized for giving away its core A.I. technology two years ago for anyone to use. Now that ...
Microsoft, Meta, and OpenAI Have Recently Confirmed Massive AI Investments
Nvidia stock could benefit from these massive AI infrastructure investments.