Microsoft (MSFT) will report its second quarter earnings after the bell on Wednesday as Wall Street continues to digest the fallout surrounding DeepSeek’s impact on the AI industry and Silicon Valley’s tech titans.
Microsoft and its Big Tech cohort are investing tens of billions of dollars in the data centers and infrastructure needed to train and deploy AI software across their various services. But China’s DeepSeek upended the general thinking that developing AI models requires…
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https://finance.yahoo.com/news/microsoft-to-report-q2-earnings-as-deepseek-raises-ai-spending-questions-165353921.html