All “Magnificent 7” constituents have released their quarterly earnings, with the exception of Nvidia (NVDA), and it was a ...

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The emerging agentic AI theme is likely a key catalyst for furthering big tech's valuation prospects this year, with Meta and Microsoft being key beneficiaries in their own rights. Specifically ...

Looking ahead, Microsoft aims to invest $80 billion by 2025 in AI infrastructure and data centers. Over at Meta, CEO Mark Zuckerberg called 2025 a really big year for AI, predicting their AI ...

Microsoft says that it's creating a new unit to will help it understand the implications of AI the company hopes to build.

It is also looking to grow its AI personnel. The company reiterated this expected pace of investment on its earnings call. A notable difference between Meta and Microsoft is that Meta’s recent ...

yves herman/Reuters Meta Platforms unveiled plans to make artificial intelligence more personalized this year, and Microsoft predicted “exponentially more demand” for AI products. The tech ...

A clear trend has emerged in the past few weeks, as one tech giant after another reported their earnings: Big Tech is spending big on artificial intelligence in 2025. Combined, Meta, Microsoft ...

Led by former Meta engineering ... what was once Bing Enterprise Chat, then Copilot, and now Copilot Chat. I spoke to Jared Spataro, Microsoft’s chief marketing officer of AI at work, earlier ...

Microsoft, Meta Back Big AI Spending Despite DeepSeek's Low Costs By Aditya Soni and Deborah Mary Sophia (Reuters) -Days after Chinese startup DeepSeek's breakthrough low-cost AI computing shook ...

Jan 30 (Reuters) - Days after Chinese upstart DeepSeek revealed a breakthrough in cheap AI computing that shook the U.S. technology industry, the chief executives of Microsoft and Meta defended ...