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Microsoft axes data center leases

Microsoft axes data center leases as DeepSeek casts doubt on massive AI spend: report

The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the industry.

Insider Monkey on MSN · 1h

Microsoft Corporation (MSFT) Maintains ‘Buy’ Rating Amid Data Center Lease Cancellations

We recently compiled a list of the 10 AI Stocks Worth Watching Today. In this article, we are going to take a look at where Microsoft Corporation (NASDAQ:MSFT) stands against the other AI stocks. The R1 model is going to get a successor soon.

U.S. News & World Report · 1d

Microsoft Shelves AI Data-Center Deals in Sign of Potential Oversupply, Analyst Says

Skepticism has been growing among investors over the billions of dollars U.S. tech firms have been channeling into AI infrastructure due to slow payoffs and breakthroughs at Chinese startup DeepSeek,

DeepSeek rushes to launch new AI model

BGR · 14h

DeepSeek is rushing to get its next-gen R2 model out sooner than expected

A new report suggests DeepSeek is trying to rush its next-gen R2 model out as quickly as possible after the success of R1.

Reuters · 16h

DeepSeek rushes to launch new AI model as China goes all in

The Chinese startup is accelerating the launch of the successor to its cut-price AI reasoning model that outperformed many Western competitors.

Nigerian Tribune on MSN · 20h

DeepSeek may launch new AI model earlier than planned — Reports

Chinese AI company DeepSeek is accelerating the release of its next-generation AI model, R2, in a move to solidify its position as a leading player in artificial intelligence.The Hangzhou-based company had initially planned to release R2 in early May,

Watching for DeepSeek AI Fallout

NBC News on MSN · 14h

Nvidia to report earnings amid infrastructure spending, DeepSeek concerns

The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia’s chips. TD Cowen’s Michael Elias said his team’s finding points to “a potential oversupply position” for Microsoft. Shares of Nvidia fell 4% on Friday.

Fortune on MSN · 19h

Nvidia gets a boost from China’s DeepSeek ahead of earnings

Nvidia’s H20 chips are in high demand in China—indicating that DeepSeek's more efficient AI doesn’t mean lower chip demand.

Axios on MSN · 13h

Nvidia earnings preview: Watching for DeepSeek AI fallout

Nvidia investors will be watching for any clues on how the DeepSeek surprise is reshaping the AI chip giant's trajectory when it reports earnings Wednesday afternoon. Why it matters: China-based DeepSeek's new AI model turned heads earlier this year with its stunning efficiency,

1don MSN

DeepSeek effect? Microsoft’s data center pullback sparks questions about AI cost

Is the AI arms race slowing down? Microsoft Corp., a leading contender in the artificial intelligence arena, has reportedly ...

Microsoft12d

Securing DeepSeek and other AI systems with Microsoft Security

Secure and govern your DeepSeek R1 workloads and the use of the DeepSeek consumer app with Microsoft Security. Learn more.

TechCrunch on MSN1d

DeepSeek: Everything you need to know about the AI chatbot app

DeepSeek has gone viral. Chinese AI lab DeepSeek broke into the mainstream consciousness this week after its chatbot app rose ...

Microsoft: Look Beyond The Short-Term Noise (Rating Upgrade)

Microsoft shares have been selling off lately, down over 14% from its all-time high. Find out why I upgrade MSFT stock from ...

13d

3 reasons Microsoft needn’t fear DeepSeek

The Chinese upstart found a way to do generative AI on the cheap. So why is Satya Nadella, whose company has invested ...

‘Don’t Miss the DeepSeek Opportunity,’ Says Investor About Microsoft Stock

Shares of Microsoft (NASDAQ:MSFT) have been rolling downhill in 2025, having been buffeted by multiple headwinds over the ...

19h

DeepSeek for Copilot+ PCs now available on Azure and GitHub

DeepSeek for Copilot+ PCs is now available on Azure and GitHub. Microsoft is adding it to the model catalog on Azure AI ...

21h

Nvidia Stock Down As View Could Hinge On Tariffs And DeepSeek

Despite losing $600 billion in value on January 27, Nvidia stock remains popular among individual investors. But there are ...

12hon MSN

Data reveals unexpected AI market loser following DeepSeek's rise

But the little-known startup triggered a selloff that sent some of the most powerful AI stocks, including Nvidia (NVDA) , ...

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Microsoft axes data center leases

DeepSeek rushes to launch new AI model

Watching for DeepSeek AI Fallout

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