Distilled R1 models can now run locally on Copilot Plus PCs, starting with Qualcomm Snapdragon X first and Intel chips later.

"We expect CapEx growth in 2025 will be driven by increased investment to support both our generative AI efforts and our core business. The majority of our CapEx in 2025 will continue to be directed ...

Here are all the crucial things Tesla, Meta and Microsoft CEOs and CFOs said on their Wednesday evening quarterly conference calls as it relates to Capex and DeepSeek's potential impact on future ...

Both Meta and Microsoft committed to huge investments in artificial intelligence, despite new Chinese software outperforming American rivals at a lower cost.

CEO acknowledges efficiency of DeepSeek, and need to assess model optimisation rather than just buying more AI servers.

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

In the latest earnings call with investors, Microsoft CEO Satya Nadella stated the company "continued to see strong momentum ...

Microsoft’s cloud and AI businesses are doing pretty well — and their impact is being felt across the company. In its Q2 2025 ...

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 ...

The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.

Microsoft reported fiscal second-quarter Intelligent Cloud revenue that missed analysts’ expectations, dragging shares lower after the bell Wednesday.

Monday’s DeepSeek sell-off may have rattled investors who picked up shares of a top semiconductor play at any time over the ...