Tech stocks mixed as Meta, Microsoft affirm big AI spending plans after DeepSeek turmoil
Microsoft, Meta CEOs defend hefty AI spending after DeepSeek stuns tech world
Meta defends $65bn AI spend after DeepSeek rise
Forget mega yachts, AI data centers are quickly becoming the next battleground for billionaires as Zuckerberg pledges $65 billion CAPEX spend in 2025
Following $500 billion Project Stargate launch, Meta is also dolling out the dollars Meta's $65 billion is lower than Microsoft's $80 billion commitment AWS is set to spend more than $75 billion while Google has yet to say how much it will spend If you have a few hundred billion dollars burning a hole in your pocket,

AI, DeepSeek and Zuckerberg

Mark Zuckerberg: DeepSeek shows why U.S. must be AI’s ‘global open source standard’; no reason to rethink spending
Zuckerberg says it's too soon to tell what impact DeepSeek will have on AI spending
Forget DeepSeek. Zuckerberg says Meta will spend hundreds of billions on AI.
Meta’s CEO says its consumer AI offering “is going to be one of the most transformative products that we’ve made.”
Mark Zuckerberg said this will be a 'big year' for redefining Meta's relationship with the government
Mark Zuckerberg says Meta will have 1.3M GPUs for AI by year-end
 · 2hObserver
Mark Zuckerberg Envisions 2025 to be an ‘Intense’ A.I.-Focused Year for Meta
Meta will hike up its A.I. spend this year it goes all in on Mark Zuckerberg’s vision to dominate the emerging technology.
Asharq Alawsat (English) on MSN1h
Microsoft's cloud outlook knocks shares, Meta rises on AI payoff signs
(Reuters) -Investors punished Microsoft with a 6% share drop on Thursday as hefty AI bets failed to drive a big increase in its cloud revenue, while Meta rose 4% after CEO Mark Zuckerberg assured Wall Street about growth with promises of a "really big year".
Then & now: How Elon Musk, Mark Zuckerberg, Jeff Bezos, and other tech leaders are treating Trump differently this time around
Jeff Bezos, Mark Zuckerberg, Elon Musk, and other tech leaders are providing Trump with a warmer welcome to the White House than eight years ago.
Mark Zuckerberg says Meta plans to spend over $60 billion as Silicon Valley panics over Chinese AI competition
Mark Zuckerberg said this year will be a "defining" year for AI, announcing plans to spend over $60-$65 billion in capital expenditures.
Meta sends mixed signals as quarterly sales beat estimates but outlook muted
Meta Platforms beat Wall Street expectations for fourth-quarter revenue on Wednesday but predicted sales in the current first quarter may not meet forecasts, sending mixed signals about how its bets on pricey artificial intelligence-powered tools are paying off.
Facebook boss Mark Zuckerberg blamed former lieutenant Sheryl Sandberg for pushing ‘inclusivity initiative’ in meeting with Trump aides: report
Stephen Miller told Zuckerberg that the billionaire mogul had “an opportunity to help reform America, but it would be on Trump’s terms.”
Microsoft and Meta’s AI splurge still not enough for Nvidia
The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.
Microsoft, Meta stare down DeepSeek threat, making big reveals
DeepSeek will not derail Microsoft and Meta spending a combined $US145bn ($232.3bn) on artificial intelligence this year, with Mark Zuckerberg steaming ahead with plans to build a data centre almost the size of Manhattan.
Microsoft and Meta Have a DeepSeek Strategy: Copy and Surpass
The CEOs of both U.S. tech behemoths spoke about the Chinese startup’s innovations as they disclosed their financial results.