DeepSeek’s success initially rattled investors’ assumptions about the AI spending wave that has swept Silicon Valley in recent years.

Many technology executives will treat the earnings call as the first real opportunity to project confidence in the face of investor concerns about DeepSeek. Microsoft Chief Execut

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 the use of the most powerful,