Microsoft CEO Satya Nadella's $80 Billion Promise: What It Means for Nvidia and AI Stocks
Commitments for data center spending keep rising. That is good news for any company connected to the artificial intelligence ...
Silicon Valley leaders from Sam Altman to Satya Nadella react to their new rival DeepSeek
Meta, Nvidia, and other tech giants react to DeepSeek's competitive, cost-efficient models that challenge established market ...
Microsoft CEO Satya Nadella thinks the DeepSeek drama is ‘all good news’
Microsoft CEO Satya Nadella believes that DeepSeek will inevitably help the American AI industry rather than hurt it.
Microsoft CEO tries to assure investors DeepSeek is good for business as scrutiny of AI spending mounts
Chinese AI startup DeepSeek's model led to increased scrutiny on Microsoft's AI spending.
Nvidia Stock Investors Just Got Good News From Meta Platforms and Microsoft
Importantly, other Wall Street analysts seem to be thinking along similar lines. Despite the DeepSeek news, Nvidia still has ...
Microsoft is forming a new unit to study AI’s impacts
Microsoft says that it's creating a new unit to will help it understand the implications of AI the company hopes to build.
DeepSeek’s breakthrough is a pivotal moment for the democratization of AI
As with Jevons Paradox, efficiency gains should send AI use soaring as costs drop. As Microsoft’s Satya Nadella observed, ...
Big Tech isn't backing down from its big AI spending
Big Tech earnings showed Microsoft, Meta, and others sticking to their AI spending plans despite DeepSeek's R1 launch.
Microsoft reports 10% quarterly profit growth as it works to show AI investments paying off
Microsoft Corp. said Wednesday that its profit for the October-December quarter grew 10% from the same time last year as it ...
Sam Altman Thanks Satya Nadella, Jensen Huang As OpenAI Deploys NVIDIA's GB200 On Microsoft Azure, Boosting Performance By 30X
OpenAI CEO Sam Altman announced a technological milestone on Friday, revealing the deployment of NVIDIA Corp.'s first full ...
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Jevons Paradox and DeepSeek AI: Satya Nadella’s big warning
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 ...