Leaders at Microsoft and Meta told investors that China’s DeepSeek doesn’t harm their businesses and that they will still spend billions on AI data centers.

"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark Zuckerberg said.

Satya Nadella thinks that AI will scale after DeepSeek’s secrets become commoditized

Big Tech’s multi-billion dollar spending on artificial intelligence will be under investor scrutiny this week — even more so after China’s DeepSeek sent shockwaves through Wall Street and Silicon Valley with a cheap yet competitive AI model.

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Technology stocks plunged Monday after China’s DeepSeek announced it had trained a sophisticated AI model at a fraction of the cost of Silicon Valley firms, sparking a sharp reversal in the AI rally.