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

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 plans to spend $108 billion on data centres this fiscal year to meet customers' AI demands. Read more at ...

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

In the latest earnings call with investors, Microsoft CEO Satya Nadella stated the company "continued to see strong momentum ...

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

DeepSeek will not derail Microsoft and Meta spending a combined $US145bn ($232.3bn) on artificial intelligence this year, ...

On the political landscape, tech has made the biggest pivot. Amid threats of heavy regulation and even being broken up under ...

On the political landscape, tech has made the biggest pivot. Amid threats of heavy regulation and even being broken up under Biden, Silicon Valley has embraced Donald Trump’s administration. The likes ...

Analysts will likely ask Microsoft executives about capital spending plans given the efficiency of recent artificial ...

We came across a bullish thesis on Microsoft Corporation (MSFT) on Substack by Charly AI. In this article, we will summarize ...