AI, Meta and Microsoft

Amazon Follows Google, Meta, and Microsoft With Plans To Boost Spending on AI
Key Takeaways Amazon said it expects to spend over $100 billion in capital expenditures this year, with the "vast majority" going to AI for Amazon Web Services.The company is the latest Big Tech firm to announce it's boosting expected AI infrastructure spending this year.
Microsoft, Meta back big AI spending despite DeepSeek's low costs
Days after Chinese startup DeepSeek's breakthrough low-cost AI computing shook the U.S. technology industry, CEOs of Microsoft and Meta defended massive spending saying it was crucial to staying competitive in the new field.
Amazon, Microsoft, Alphabet, and Meta to spend well over $300 billion in 2025 fearing China’s AI
Amazon, Microsoft, and Alphabet each saw sharp stock declines following their fourth-quarter earnings reports, which revealed steep increases in AI-related capital spending. Microsoft and Google’s mar
Amazon’s profit is suddenly going through the roof, fueling CEO Andy Jassy’s $100 billion AI spending spree to fight Google and Microsoft
Jassy told analysts on an earnings call Thursday that Amazon will spend around $100 billion or more on capital expenses in 2025, up at least 20% from 2024. The "vast majority" of
Amazon plans to spend $100 billion this year to capture ‘once in a lifetime opportunity' in AI
Amazon CEO Andy Jassy speaks during a keynote address at AWS re:Invent 2024, a conference hosted by Amazon Web Services, at The Venetian Las Vegas on December 3, 2024 in Las Vegas, Nevada. Amazon said it plans to boost capital expenditures to $100 billion in 2025,
Amazon doubles down on AI with a massive $100B spending plan for 2025
Amazon is joining other Big Tech companies by announcing huge AI spending plans for 2025. © 2024 TechCrunch. All rights reserved. For personal use only.
Meta CTO reportedly predicted DeepSeek AI six months ago: "They've probably done a lot of distilling against existing models."
We were tracking DeepSeek when it launched like a month before it then became this major news item. I think it is both a big ...
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Seeking Alpha7d
Meta Platforms Vs. Microsoft: The DeepSeek And Agentic AI Showdown
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 ...
This AI stock might be worth more than Meta in 2025
Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and ...
The list of major companies laying off staff in the new year, including Salesforce, Meta, Microsoft, and BP
Companies have continued to cut jobs in 2025 after a wave of layoffs last year. Meta, Microsoft, BlackRock, and Ally are ...
Meta, Microsoft downplay DeepSeek threat
Meta CEO Mark Zuckerberg, meanwhile, seemed to downplay the threat posed by DeepSeek, saying that the industry is constantly ...
Apple Kills AR Glasses, Hello Alexa AI, Reality Labs’ Reality, More Cinematic AI
Apple halts AR glasses, prioritizing Vision Pro. Amazon upgrades Alexa with AI. Meta’s MR struggles despite smart glasses ...