Days after the Chinese DEPSEEK started a breakthrough in low -cost computing, Microsoft and Meta defended their large capital investments in technology, arguing that widespread spending is necessary for competitiveness.
Depsic’s demands to develop the models of Amnesty International, which compete with their Western counterparts in a small part of the cost, raised concerns about the leadership of the United States in artificial intelligence, but industrial leaders stressed the need for huge infrastructure to meet the increasing demand of companies.
The CEO of Meta Mark Zuckerberg said in the post -profit invitation that investment in capitalist spending and infrastructure will be a long -term strategic advantage. Satia Nadella, CEO of Microsoft, chanted this opinion, saying that the high efficiency of artificial intelligence and ease will lead to an increase in the demand for Si, which requires widespread investments to overcome capacity restrictions.
Microsoft adhered to $ 80 billion for Amnesty International in the current fiscal year, while Meta allocified up to $ 65 billion. On the contrary, Deepseek was said to have spent only about $ 6 million to develop the artificial intelligence model, although American executives argue that this number reflects computing costs instead of total development expenses.
Despite the payment of the investment, some investors appear to be concerned about high spending and slow returns.
Microsoft’s shares decreased by 5 % in the extended trading after the company expected lower growth than expected for its azure cloud work. Mita reported the fourth strong quarter, but issued faded sales expectations, and sent mixed signals on the revenues driven by artificial intelligence.
Microsoft Cfo Amy Hood indicated that capital spending in the current and next quarter will remain about $ 22.6 billion. She added that although investments will continue in the fiscal year 2026, the growth rate will slow compared to the 2025 financial year, which ends in June.
