Artificial intelligence was the focus when tech giants Microsoft and Meta kicked off the first round of Big Tech earnings of 2025. Here's what we learned.

"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark ...

The emerging, cost-effective Chinese AI alternatives have prompted US President Donald Trump to say it is a wake-up call to ...

Shares of AI infrastructure providing companies climbed on Thursday after positive commentary from Meta Platforms ...

Both Meta and Microsoft committed to huge investments in artificial intelligence, despite new Chinese software outperforming American rivals at a lower cost.

The U.S. technology sector, especially, the artificial intelligence (AI) space, is crawling back to normalcy after the ...

In Q2 FY2025, Microsoft outperformed top and bottom line estimates, with total revenues increasing +12% y/y to $69.6B (vs.

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

I am optimistic about the progress and innovation that this can unlock.” Read more: Zuckerberg promises 'a pivotal year for ...

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

Microsoft CEO Satya Nadella told analysts on the company's earnings call that its revenue from AI has surpassed an annual run rate of $13 billion. He said Microsoft has more than 200,000 monthly users ...

The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.