This shift is illustrated by the explosive growth in the company’s AI business, now boasting an annual revenue run rate exceeding $13 billion—a staggering 175% jump year-over-year. Without a doubt, ...
DeepSeek’s sudden emergence onto the U.S. tech scene this week roiled markets and provided plenty of fodder for earnings calls.
Big Tech earnings showed Microsoft, Meta, and others sticking to their AI spending plans despite DeepSeek's R1 launch.