Microsoft CEO Satya Nadella thinks the DeepSeek drama is ‘all good news’
Microsoft CEO tries to assure investors DeepSeek is good for business as scrutiny of AI spending mounts
Microsoft CEO says AI use will ‘skyrocket’ with more efficiency amid craze over DeepSeek
Satya Nadella believes Chinese AI startup DeepSeek could be a win for tech, even as Microsoft’s shares tumble
The Microsoft CEO cited Jevons paradox, which stipulates increased efficiency in production drives increased demand.
How Satya Nadella is weathering the storm of Trump’s first days
The Microsoft CEO will have to perform a delicate balancing act over the next four years to keep his company from becoming a target.
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 players.
Microsoft has kind words for DeepSeek AI, offers it to customers
Microsoft plans to spend $108 billion on data centres this fiscal year to meet customers' AI demands. Read more at straitstimes.com.
What is Jevons Paradox? Satya Nadella explains, ‘As AI becomes a commodity, its energy demands will skyrocket!’
Microsoft CEO Satya Nadella discusses Jevons Paradox, noting that improved efficiency in AI may boost its demand and make it a commodity. However, this could also lead to increased energy consumption as AI performs a wider range of tasks.
‘I’m good for my $80 billion’: What Microsoft CEO Satya Nadella really meant by his Stargate zinger
Microsoft CEO Satya Nadella had the quote of the week in response to a question from CNBC's Andrew Ross Sorkin about Elon Musk questioning the ability of the new Stargate Project's financial backers to invest up to $500 billion in AI infrastructure.
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Microsoft shares slide as cloud forecast, AI spending disappoint
Microsoft has forecast disappointing growth in its cloud computing business, sending its shares down 4.5% in after-hours trading as investors worry about big spending, elusive artificial intelligence revenue and competition from cheaper AI models from China.
Chinese AI DeepSeek Deep-Sixes OpenAI on the App Store, Stocks Tank
Chinese AI chatbot DeepSeek has displaced OpenAI’s ChatGPT as the most downloaded app on the Apple App store and the market is panicking. Stocks for major AI connected companies like NVIDIA fell on Monday morning following the news.
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, what the steam engine did to coal demand is now likely to happen with AI.
How big tech is recalibrating around DeepSeek threat
On the political landscape, tech made the biggest pivot. Amid threats of heavy regulation and even being broken up under Biden, Silicon Valley has embraced Donald Trump’s administration. The likes of Zuckerberg, Apple’s Tim Cook, Open AI’s Sam Altman and of course Elon Musk, all at the centre of power through last week’s inauguration.
Why DeepSeek is great news for Microsoft and software stocks
DeepSeek’s success initially rattled investors’ assumptions about the AI spending wave that has swept through Silicon Valley in recent years.