Microsoft and Meta defend expressive investments with

Days after the innovative artificial intelligence calculation of the low -content of the Chinese startup Deep -Sek that shakes the technological industry of the United States, Microsoft and the CEO of objectives have supported a high expenditure, stating that they were crucial for companies To remain competitive in the new field.

Deepseek’s rapid progress with the models that, according to her, can also equal or even exceed the western rivals of a cost fraction have questions about the leadership of the United States, but the managers said that the construction of huge computer networks for meet growing business needs.

“Investing a lot in capital and infrastructure expenses will be a strategic advantage over time,” said Mark Zuckerberg’s executive president in a conference after the results.

The CEO of Microsoft, Satya Nadella, said that the expense will relieve the ability of the giant’s ability to capitalize.

“As Ia becomes more efficient and convenient, we will see an exponentially greater question,” he said in a teleconference with analysts.

Microsoft has assigned $ 80 billion to the AI ​​in its current fiscal year, while the goal promised up to $ 65 billion.

This is far from about $ 6 million that Deepseek has declared that he was spent to develop his AI model. Wall Street’s US leaders and analysts have said that it is the amount spent on the power of the computer rather than on all development costs.

However, some investors seem to lose patience with a high spending and the lack of great returns.

Microsoft’s actions were seen as a pioneer in the race to the due to their bonds with the leader of Openi has held more than 6 Thursdays, after the company said that the growth of their activities in the Azure cloud will be less than the third quarter.

“We really want to start seeing a clear script on what this monetization model will be for all the capital that has been invested,” said Brian Mulberry, Portfolio Manager of Zacks Investment Management, who has Microsoft actions.

The goal, in turn, has sent divergent signs on how his bets for the AI ​​tool led to a strong quarter, but a boring sales forecast for the first quarter. His shares have risen by over 4% Thursday.

“With these enormous expenses, they have to open the tap in terms of generated revenue, but this week was a warning for the United States,” said Daniel Newman, analyst of the Futurum group. “At the moment, there is a lot of capital expenditure for AI and poor consumption.”

There are some signs that managers are trying to check the expenses.

Microsoft’s financial director, Amy Hood, said that capital expenditure in the third and fourth quarter will remain around $ 22.6 billion, a level seen in the second quarter.

“In the tax year of 2026, we hope to continue investing against strong signs of demand. However, the growth rate will be lower than the tax year of 2025 (which ends in June),” he said.

Source: Terra

Rose

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