"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Meta CEO Mark Zuckerberg said on a post-earnings call. Satya Nadella, CEO of ...
Satya Nadella thinks that AI will scale after DeepSeek’s secrets become commoditized ...
Chinese AI startup DeepSeek's model led to increased scrutiny on Microsoft's AI spending.
DeepSeek’s success initially rattled investors’ assumptions about the AI spending wave that has swept through Silicon Valley in recent years.
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