Meta, Nvidia, and other tech giants react to DeepSeek's competitive, cost-efficient models that challenge established market ...

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

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

As with Jevons Paradox, efficiency gains should send AI use soaring as costs drop. As Microsoft’s Satya Nadella observed, ...

Chinese AI startup DeepSeek's model led to increased scrutiny on Microsoft's AI spending.

There's a lot of noise in the AI market at the start of 2025. But Microsoft CEO Nadella has seen it all before.

Microsoft plans to spend $108 billion on data centres this fiscal year to meet customers' AI demands. Read more at ...

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

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

DeepSeek will not derail Microsoft and Meta spending a combined $US145bn ($232.3bn) on artificial intelligence this year, ...

The CEOs of both U.S. tech behemoths spoke about the Chinese startup’s innovations as they disclosed their financial results.

Microsoft Corp. said Wednesday that its profit for the October-December quarter grew 10% from the same time last year as it ...