Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get ...

Microsoft CEO Satya Nadella just reaffirmed his plan to spend $80 billion on AI data centers in 2025, mostly in connection ...

Portfolio managers at Thematics Asset Management, an affiliate of Natixis IM, cited Jevons Paradox as one reason they believe ...

The 76th Republic Day of India Reception was hosted in Seattle at the Bell Harbor Conference Centre on 26 January 2025 ...

Satya Nadella links AI’s rise to the Jevons Paradox, explaining how DeepSeek’s efficiency could drive higher demand for ...

China's success in building DeepSeek R1 AI with home-grown talent has renewed the debate over H-1B visas that US tech giants ...

SEATTLE, WA – Microsoft is pushing forward its AI initiatives, with CEO Satya Nadella announcing that Jay Parikh will join the company’s senior leadership team. Parikh, formerly the global ...

Satya Nadella thinks that AI will scale after DeepSeek’s secrets become commoditized ...

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

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

“DeepSeek has had some real innovations. … Obviously, now all that gets commoditized,” Microsoft CEO Satya Nadella said on an investor call Wednesday after his company posted its latest quarterly ...

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