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 ...

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.

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.

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

A new game of ‘my data center is bigger than yours’ started this week with the announcement of OpenAI’s Project Stargate.

OpenAI and SoftBank's "Stargate" took the world by storm after announcing the $500 billion project, which they are ...

From AI-enabled process and workflow augmentation to full-on automoation, agentic AI is poised for a big year in 2025. Hear ...

Charles Hoffman believes the accounting profession is poised for a major shift toward machine-understandable artifacts and ...