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

As with Jevons Paradox, efficiency gains should send AI use soaring as costs drop. As Microsoft’s Satya Nadella observed, ...

The Microsoft CEO will have to perform a delicate balancing act over the next four years to keep his company from becoming a ...

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

DeepSeek’s success initially rattled investors’ assumptions about the AI spending wave that has swept through Silicon Valley ...

Microsoft has forecast disappointing growth in its cloud computing business, sending its shares down 4.5% in after-hours ...

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

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 ...

It is our job to think through what is involved in building a “knowledge stack” to direct and drive agents to make us ...

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

Q2 2025 Earnings Conference Call January 29, 2025 5:30 PM ETCompany ParticipantsBrett Iversen - Vice President ...