Meta CEO Mark Zuckerberg, meanwhile, seemed to downplay the threat posed by DeepSeek, saying that the industry is constantly changing and DeepSeek’s announcement is simply a part of that ebb and flow.

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.

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

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