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

The best outcome for Microsoft would be to use this moment to double-down on its own homegrown AI initiatives, while making ...

Microsoft CEO Satya Nadella sees this playing out with AI. He thinks DeepSeek-R1, for example, might be more efficient than previous models, requiring less computing power per task. But this very ...

Satya Nadella, CEO of Microsoft MSFT.O, said the spending was needed to overcome the capacity constraints that have hampered ...

Even as Chinese AI DeepSeek gains precedence over American rival OpenAI’s ChatGPT with Donald Trump in his second term at the ...

Importantly, other Wall Street analysts seem to be thinking along similar lines. Despite the DeepSeek news, Nvidia still has ...

Microsoft CEO Satya Nadella believes that DeepSeek will inevitably help the American AI industry rather than hurt it. Microsoft chief executive Satya Nadella isn’t pressed about Chinese AI startup ...

Amazon, Microsoft, and Alphabet each saw sharp stock declines following their fourth-quarter earnings reports, which revealed ...

Microsoft says that it's creating a new unit to will help it understand the implications of AI the company hopes to build.

As with Jevons Paradox, efficiency gains should send AI use soaring as costs drop. As Microsoft’s Satya Nadella observed, what the steam engine did to coal demand is now likely to happen with AI.