I continue to think that investing very heavily in CapEx and infra is going to be a strategic advantage over time.’ ...
Key tech stocks were a mixed bag in early trading Thursday after executives at Meta and Microsoft said they plan to keep ...
Leaders at Microsoft and Meta told investors that China’s DeepSeek doesn’t harm their businesses and that they will still ...
Executives are increasingly fielding analyst questions about the impact of China's DeepSeek AI on their business — and ...
Have American tech companies completely misunderstood what they should do with Large Language Models? It certainly looks that ...
Everyone wanted to hear what the Meta boss thinks about the arrival of DeepSeek and the future of AI – this morning he told ...
While DeepSeek has caused a significant sell-off in AI stocks due to fears that powerful AI models may no longer require ...
DeepSeek’s new AI model—and how it impact Meta’s spending—will be of great interest when the Facebook parent reports earnings ...