While some organizations are restricting employee usage of the new open source DeepSeek AI from a Chinese company due to data collection concerns, Microsoft has taken a different approach.
"When you see more growth come from software, that comes with a lot better margins," said Matt Swanson, analyst at RBC ...
As with Jevons Paradox, efficiency gains should send AI use soaring as costs drop. As Microsoft’s Satya Nadella observed, ...
The cofounder and CEO of Meta doubled down on plans to spend hundreds of billions of dollars on AI infrastructure as China's DeepSeek raises questions about the costs of the AI arm's race.
Wall Street opens up on relief Meta and Microsoft kept their AI spending plans even as their earnings come in mixed. Next up, Apple after the close.
Energy demands from big tech, including for AI, has elected officials giving an old power source a second look.