What We Learned About the Future of AI from Microsoft, Meta Earnings | Global News Avenue

Artificial intelligence was the focus of Wednesday. At that time, the technical giant Microsoft (MSFT) He Yuan (Yuan) Opening the first round of large -scale technical income in 2025.

Analysts put forward the issues of AI investment, how much AI contributed income and their ideas for Chinese start -ups DeepseekEarlier this week, it shocked Wall Street with its ultra -efficient AI model.

Artificial intelligence business is booming

Executives are eager to show investors that artificial intelligence is contributing to their bottom line.

Meta CFO SUSAN Li said that Meta AI reached 700 million per month in the fourth quarter, and the company’s AI driver advantage+marketing service increased by 70 %. Meta quarterly income and income Beyond the expectations of analystsEssence

Microsoft’s second quarter cloud income Slightly expectedBut CEO Satya Nadella pointed out that the company’s AI income operation rate reached US $ 13 billion in this quarter, much higher than his US $ 10 billion in October.

IBM (IBM (IBM) CEO Arvind Krishna said the company Book nearly $ 2 billion The AI ​​business in the last quarter of 2024; this is 40 % of the $ 5 billion booked since its establishment.

Technical giant is committed to their AI expenditure

Executives from Microsoft and Meta insisted on their plans to spend billions of dollars on AI infrastructure this year.

Amy Hood, the chief financial officer of Microsoft, said when he talked about its capital expenditure plan for the company’s income telephone: “We expect to continue to invest in strong demand signals.” “However, the growth rate will be lower than 2025 Fortune.

Microsoft predicts that it will spend $ 80 billion for infrastructure in the 2025 fiscal year. So far, the company has spent $ 30.7 billion in two quarters, an increase of 56 % over the same period last year.

Mark Zuckerberg, the head of the head of the heads of the head of the head, also defended a large number of AI investment in his company $ 65 billion This year. He said to analysts on Wednesday night: “I continue to think that over time, a lot of investment in capital expenditure and subordinate investment will be a strategic advantage.”

Big Tech’s AI expenditure has caused the root cause of anxiety on Wall Street. There, the half -year question has rotated whether the demand is matched with the scale of infrastructure investment. When the market noticed DeepSeek, these questions were magnified this week. Deepseek noticed the performance of its open source AI model and led the American model and operated in a small part of the cost.

Entering the income report on Wednesday, Analysts suspect Microsoft and Amazon (Microsoft and Amazon (Amzn) It will change their investment prospects. DeepSeek’s efficiency can promote the development of AI applications and further demand, which makes cloud providers more reason to continue to actively increase computing power.

Silicon Valley, who is impressed by DeepSeek, is not afraid

Deepseek may have shaken the market, but the technical executive is not.

Microsoft’s Deepseek efficiency Nadella said: “In a sense, what happened in AI is not different from the conventional calculation cycle.” “Over the years, we have seen the huge improvement of efficiency in training and inference.”

Nadella acknowledged that Deepseek’s model can be comparable to Microsoft Basked Openai’s ability. He said “there are some real innovations”, and he said he should benefit his company. “When the price of contemporary currency fell, the reasonable calculation price fell. This means that people can consume more, and there will be more applications supported by the infrastructure and service of Microsoft.

Zuckerberg responded to Nadella’s praise to Deepseek. He said that he and his team were still digesting “many of the new things they did” and “we hope to implement it in the system.”

Zuckerberg added that DeepSeek’s success proves that Meta’s decision to make a large language model LLAMA. He said that Deepseek is evidence, “there will be an open source standard worldwide. And I think that for our own national advantages, it is important to be the US standard.”