Tech CEOs try to reassure Wall Street after DeepSeek shock
Leaders at Microsoft and Meta told investors that China’s DeepSeek doesn’t harm their businesses and that they will still ...
Meta's chief AI scientist says market reaction to DeepSeek was 'woefully unjustified.' Here's why.
Meta's top AI scientist, Yann LeCun, said there was a "major misunderstanding" about how billions in AI investment will be ...
Meta downplays DeepSeek, but may be copying the Chinese AI behind closed doors
Meta CEO Mark Zuckerberg said the company will invest billions in AI despite the DeepSeek surprise; wants Llama 4 to lead the ...
Microsoft, Meta CEOs defend hefty AI spending after DeepSeek stuns tech world
"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark ...
DeepSeek is a hot topic on earnings calls this quarter
Executives are increasingly fielding analyst questions about the impact of China's DeepSeek AI on their business — and ...
Big Tech brushes off DeepSeek threat
Leaders of major U.S. tech companies at the forefront of artificial intelligence (AI) are brushing off a popular new ...
Meta’s Earnings Are On Tap. DeepSeek Could Be More Important Than Facebook.
DeepSeek’s new AI model—and how it impact Meta’s spending—will be of great interest when the Facebook parent reports earnings ...
The Information1d
Meta and Microsoft Show AI Bets Still in Play
If we learned anything from tonight’s December-quarter earnings announcements from Microsoft and Meta Platforms, it’s that we ...